Attah-jundwe  Obiajulu,  CFP<sup>&reg;</sup> - Financial Advisor

Attah-jundwe Obiajulu, CFP®

CLU, CLTC

Private Wealth Advisor

Sagemark Consulting

Sagemark Consulting, 557 Cambridge Ave.
Westbury, NY 11590
FINANCIAL ADVISOR'S WEBSITE
(516) 382-5980

General

Attah-jundwe Obiajulu is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sagemark Consulting in Westbury, NY and the surrounding communities.

Financial Advisor Experience

Especially, Physicians, small business owner for retirement planning, estate planning and business succession planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLTC

Insurance Licenses

  • Life insurance: NY,NJ,FL,SC,NC,TX,CT
  • Health/disability insurance: NY,NJ,FL,SC,NC,TX,CT
  • Fixed annuities: NY,NJ,FL,SC,NC,TX,CT
  • Variable annuities: NY,NJ,FL,SC,NC,TX,CT

Broker-Dealer Affiliation

Lincoln Financial Advisors

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Special Needs

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