Shuwun Ma
Founder | Financial Advisor at Ripple Wealth Management- Claim this Profile
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Experience
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Ripple Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Founder | Financial Advisor
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Mar 2021 - Present
Creating financial plans that address goals head-on to innovatively help establish your financial future. Creating financial plans that address goals head-on to innovatively help establish your financial future.
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MassMutual Idaho
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Nov 2015 - Aug 2023
Licensed to sell insurance in: Idaho and securities in: Idaho and Registered representative of and offer securities through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address - 3540 E Longwing Lane J-210. Telephone - 208-364-0508. MassMutual refers to Massachusetts Mutual Life Insurance Company. Licensed to sell insurance in: Idaho and securities in: Idaho and Registered representative of and offer securities through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address - 3540 E Longwing Lane J-210. Telephone - 208-364-0508. MassMutual refers to Massachusetts Mutual Life Insurance Company.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative
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Dec 2012 - Jul 2015
Evaluating active financial plans to give feedback on how current actions are measuring up to achieiving the goals. Building an analysis and comparison of personalized plans to help successful individuals understand their opportunity and options to ensure their goals are achieved by outlining concrete steps to measure progress and obtain financial independence. Educating individuals on solutions that can help them be more efficient on protecting their stability, growth, and preservation. Preventing procrastination to allow time to reduce the risk necessary to acheive the goals and objectives. Show less
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Education
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Boise State University
Bachelor’s Degree, Finance