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Financial Planning and Life Insurance Laguna Beach CA
Helping you with your Financial Planning and Life Insurance needs!
Bonjour ! Good Day!
- Life is worthwhile when we have trustworthy relationships with one another. Your best interest is at Heart. The foundation of our relationship is our trusted and valued experience.
- I am a Software Engineer; I am also a Financial Professional with over 10 years of experience in the Financial Industry. Obtained Series 7, 66 and Life Insurance credentials in 2010, and a rewarding experience with Edward Jones and AXA Advisors.
- As a Financial Professional, I am committed to serving you, learning about what matters most to you and helping you make an educated decision when it comes to your long-term Financial Planning and Life insurance.
- Dedicated to offering you a clear understanding, holistic, transparent and up-to-date financial educational approach through ongoing insights and solutions based on your needs, personal values, goals, risk tolerance, and time horizon.
- My background encompasses:
- An Honor Graduate from the “University of California, Irvine” in Computer Science, and a rewarding Journey as a Software Engineer with “Quantum”.
- Extensive research in Economics and Financial Planning, and a valuable experience with Edward Jones and AXA advisors.
- Well-Established in the Financial Services since 2010 with continuing education and emphasis on Life Insurance.
- Passionate about philanthropy and volunteering in our community. A fervent reader and an avid traveler who Loves travels with family. Enjoys playing the Piano, Choral Music and Botanical Gardens.
Bonne Journée !
Peace, and Good Will to All!!
Sara Bonheur
Financial Professional
Laguna Beach, CA
California Insurance Lic. # 0H24880
