Adama Sanogo, MBA, CFP®
CERTIFIED FINANCIAL PLANNER™ professional
As an Equitable Advisors Financial Professional, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional.
I have the resources and knowledge to help you develop and implement a sound financial strategy.
My job is to assist you in mapping out your financial goals and to select the appropriate strategy to help you meet your objectives. Through Equitable Advisors and its affiliates, I can offer a broad range of financial products and services as follow.
- Retirement: IRAs, 401(K), 403B, and Pension Plans
- Investments: Mutual funds, Stocks, Bonds, SMAs, and Annuities
- Risk Management: Life Insurance, Disability Income, Long Term Care
- College Education Funding: 529 Plans, Coverdell ESAS
- Business Planning: Employee Benefits, Deferred Compensation Plans, Group Health Insurance, Buy-Sell Agreements, Key Person Plans, Business Continuation Plans, and Executive Bonus Plans
- Financial Statement Preparation
- Estate Planning
- Income Tax Planning
Adama maintains the following certifications/registrations:
- CFP®, CERTIFIED FINANCIAL PLANNER™ professional
- FINRA Registrations, Series 7 & 66
- Life and Health Insurance Licenses
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.