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.
