-
Vice President, Operations
Retirement Plan, 401(k) rollover, Life Insurance & Annuity, Long Term Care -
-
-
CA LICENSE #0L69841
Roles and Responsibilities
Bora contributes to overall business growth by developing marketing strategies and managing finances for the company. She also provides marketing support to agents by developing and implementing strategies to help grow their businesses.
Career Focus
Bora has been building her career in the finance and insurance industry since 2017. She is passionate about helping individuals and families achieve financial stability. Bora strives to provide solutions for personal and family financial security, supporting clients in achieving their long-term financial goals.
Throughout her career, Bora has demonstrated a strong commitment to:
- Understanding clients' unique financial needs
- Developing tailored financial strategies
- Educating clients on effective financial management
- Staying updated with industry trends and regulations
Professional designations
Bora holds the Financial Service Certified Professional, FSCP®.