Financial Advisor...Empowering people to understand and organize their financial lives!
Satellite Beach, Florida, United States
Contact Info
375 followers
373 connections
About
Self confident and motivated by challenge of making a difference and helping people reach their goals. Passionate professional with people skills, and a proven track record in management, education, marketing, and sales.
I believe in making the world a better place, one day at a time, by building relationships, continuing to learn, working and playing hard, and passing the knowledge on to others.
Life is a new experience everyday and I am grateful.
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Activity
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You've decided it's time to get your family together to discuss your wishes for passing along your wealth. But what's the best approach? Consider…
You've decided it's time to get your family together to discuss your wishes for passing along your wealth. But what's the best approach? Consider…
Shared by Farah Sivolella, CFP®
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Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.
Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.
Shared by Farah Sivolella, CFP®
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Happy Financial Literacy Month! Your financial voyage is unique and our lessons are your compass for financial capability. This month, let’s navigate…
Happy Financial Literacy Month! Your financial voyage is unique and our lessons are your compass for financial capability. This month, let’s navigate…
Shared by Farah Sivolella, CFP®
Experience
Education
Licenses & Certifications
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Insurance and Annuity License
State of Florida
Issued -
Series 7
This exam is administered by the Financial Industry Regulatory Authority (FINRA) and provides an individual with the qualifications necessary in order to make different types of trades with all types of general securities.
Issued -
Certified Financial Planner
Certified Financial Planner Board of Standards, Inc.
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Series 66 Licence
The Uniform Combined State Law Examination also called the Series 66 exam is developed by NASAA and is designed to qualify candidates as both securities agents and investment adviser representatives.
Volunteer Experience
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Advisory Council Member
Senior Resource Alliance
- 8 years 11 months
Social Services
Senior Resource Alliance (SRA) is your local resource for accessing the many services and programs of the state and federal government, available to senior citizens, their caregivers and family members. SRA also is an objective clearinghouse for information and services offered by local, state and national organizations. We foucus on programs that help people in need. Services include: Housing, Utilities, Medicaid, Food, Transportation, Medicare, Caregiving, and Healthcare.
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Active
Junior League of South Brevard, Inc
- Present 6 years 1 month
Children
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Membership
General Federation of Women's Clubs
- Present 6 years
Women’s organization dedicated to community improvement by enhancing the lives of others through community volunteer service. Satellite Beach - Community - Serving Our Neighbor
Languages
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English
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More activity by Farah
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All of us can use some help with our financial strategy. Planning for retirement and all your other financial goals takes a smart strategy. Research…
All of us can use some help with our financial strategy. Planning for retirement and all your other financial goals takes a smart strategy. Research…
Shared by Farah Sivolella, CFP®
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This America Saves Week, invest in your financial future! Complete our lesson on planning for retirement so you can maximize your potential. Your…
This America Saves Week, invest in your financial future! Complete our lesson on planning for retirement so you can maximize your potential. Your…
Shared by Farah Sivolella, CFP®
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Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, could mean you need to update…
Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, could mean you need to update…
Shared by Farah Sivolella, CFP®
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Happy America Saves Week! This week is all about empowering you to achieve your financial goals and secure a brighter future. Take the time today to…
Happy America Saves Week! This week is all about empowering you to achieve your financial goals and secure a brighter future. Take the time today to…
Shared by Farah Sivolella, CFP®
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Much like with home ownership, you can't simply set your estate plan on autopilot and hope for the best. Transferring your wealth in a way that is…
Much like with home ownership, you can't simply set your estate plan on autopilot and hope for the best. Transferring your wealth in a way that is…
Shared by Farah Sivolella, CFP®
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Boosting your savings takes a plan and if you're struggling with debt it can feel like an impossible challenge. Fortunately, America Saves Week is…
Boosting your savings takes a plan and if you're struggling with debt it can feel like an impossible challenge. Fortunately, America Saves Week is…
Shared by Farah Sivolella, CFP®
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You live together, why not save together? During America Saves Week start your family conversation about money and decide on strategies that can help…
You live together, why not save together? During America Saves Week start your family conversation about money and decide on strategies that can help…
Shared by Farah Sivolella, CFP®
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Let's build your financial preparedness for America Saves Week. Having an emergency savings fund can help ensure a surprise expense doesn't knock you…
Let's build your financial preparedness for America Saves Week. Having an emergency savings fund can help ensure a surprise expense doesn't knock you…
Shared by Farah Sivolella, CFP®
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With interest rates on the rise, the value of cash has been hitting the headlines, but is there such a thing as having too much cash? We break down…
With interest rates on the rise, the value of cash has been hitting the headlines, but is there such a thing as having too much cash? We break down…
Shared by Farah Sivolella, CFP®
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We believe in partnering with you to build the future YOU envision. Our 5-step process helps us create a tailored strategy unique to your financial…
We believe in partnering with you to build the future YOU envision. Our 5-step process helps us create a tailored strategy unique to your financial…
Shared by Farah Sivolella, CFP®
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Learn more on how we work with you to create a portfolio to that can help you achieve your goals.
Learn more on how we work with you to create a portfolio to that can help you achieve your goals.
Shared by Farah Sivolella, CFP®
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We believe in empowering all generations of Americans with the knowledge and tools they need to pursue their financial goals. Check out the "Keys to…
We believe in empowering all generations of Americans with the knowledge and tools they need to pursue their financial goals. Check out the "Keys to…
Shared by Farah Sivolella, CFP®
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What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends and family? A life that feels…
What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends and family? A life that feels…
Shared by Farah Sivolella, CFP®
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Deciding when and how to leave your wealth to your beneficiaries remains a vital part of your legacy. Learn more about two main ways to pass along…
Deciding when and how to leave your wealth to your beneficiaries remains a vital part of your legacy. Learn more about two main ways to pass along…
Shared by Farah Sivolella, CFP®
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