Edgar Haroutunian, CFP®
Associate, Retail Internal Sales at The TCW Group- Claim this Profile
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Bio
Experience
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The TCW Group
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United States
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Financial Services
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400 - 500 Employee
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Associate, Retail Internal Sales
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Nov 2022 - Present
Los Angeles Metropolitan Area
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Option One Lending
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United States
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Real Estate
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1 - 100 Employee
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Loan Officer
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Sep 2021 - Oct 2022
Los Angeles County, California, United States
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Private Wealth Manager
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Dec 2017 - Oct 2022
Greater Los Angeles Area
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MassMutual Greater Los Angeles
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United States
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Financial Services
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1 - 100 Employee
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Financial Services Representative
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Oct 2014 - 2017
Greater Los Angeles Area I offer an analysis of your current financial situation and help you: • Identify financial goals and concerns • Illustrate what is being done to reach your goals and deal with concerns • Identify gaps, if present, and offer solutions to fill them. I provide total financial needs analysis through a network of experienced professionals with expertise in: • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business… Show more I offer an analysis of your current financial situation and help you: • Identify financial goals and concerns • Illustrate what is being done to reach your goals and deal with concerns • Identify gaps, if present, and offer solutions to fill them. I provide total financial needs analysis through a network of experienced professionals with expertise in: • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I am licensed to sell insurance in: CA. CA Insurance License Number 0J22626. MassMutual refers to Massachusetts Mutual Life Insurance Company. Show less
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Deliveries
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Jan 2014 - Jan 2015
Chatsworth, CA
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Part time sales
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Feb 2010 - Dec 2014
Greater Los Angeles Area
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Education
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California State University-Northridge
Bachelor of Science (B.Sc.), Finance, Financal Planning