Broker Check
Rania Jawde, CFP®

Rania Jawde, CFP®

Financial Professional | Wharton Retirement Planning Specialist

I’ve been a Financial Professional with Equitable Advisors’ South Florida Branch since September of 2014. Prior to joining Equitable, I was an advisor with Metlife, where I met my business partner Frank Rekas.

I’m committed to helping my clients reach their financial goals, working primarily with women, attorneys, and business owners. I use a customized approach that includes strategies in risk management, wealth management, asset protection, as well as estate and retirement planning and distribution.

By combining my personal service and leadership skills with Equitable Advisors’ size and strength I’m able to provide a cornerstone of service and strategy.

I currently hold the designation of CERTIFIED FINANCIAL PLANNER™ professional. I also have a Bachelor degree in Business Administration/International Business, as well as a Bachelor of Health Services Administration from Florida Atlantic University. I also have the FINRA Series 7, and 66 registrations and am licensed to Offer Life, Health, and Variable Annuities in Florida, and many other states.

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.

California Insurance License #: 4109600

 

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Plutus Financial Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.