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About Tania Horowitz Fukuda
Agent & Financial Services Professional with New York Life Insurance Company and NYLIFE Securities LLC, (Member FINRA/SIPC).
Specialties: Protecting women & children with solutions related to insurance and financial needs.
PERSONAL BIO & MISSION
Tania is a financial planner with a unique holistic approach combining traditional and Sustainable Responsible Impactful strategies. Her unique approach is both the result of her alternative upbringing and inspiration from her community and her clients.
Being raised vegetarian and pursuing studies in Asian philosophy, history and languages, creative arts and later yoga and capoeira have given Tania a broad range of knowledge and experiences, and overall a more inclusive perspective on life. Coupled with her training in securities, insurance and financial planning, this perspective allows her to bring a more holistic and balanced approach to her financial services.
The birth of her daughter marked the beginning of her journey into the financial industry, which started with the purpose to educate and empower herself for the sake of her daughter’s future. However, as she continued on this journey of financial freedom, her deep connections with inspiring clients allowed her to discover her true purpose in this industry: combining the best of both worlds to empower & educate her community, that is, women & holistic-minded entrepreneurs.
-Retirement planning (IRA, ROTH, 403b, 401K, pensions, etc.)
-Family protection (life insurance, debt management, long term care, etc.)
-College Planning (529, Coverdell, etc.)
-Sustainable Responsible Impactful (SRI) investment strategies
-Tax diversification and risk diversification
-Business protection (disability insurance, key-man insurance, etc.)
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40 episodes available. A new episode about every 6 days averaging 38 mins duration .