CERTIFIED FINANCIAL PLANNER™ Professional
Ainka Munroe is a CERTIFIED FINANCIAL PLANNER™ Professional with Equitable Advisors with over 15 years in financial services and is dedicated to helping individuals and business owners build their financial futures through asset allocation strategies and risk management. In addition to the aforementioned, Ainka is also passionate about helping those within the special needs community.
Prior to joining Equitable Advisors, LLC Ainka spent four and a half years at Deloitte and Touché as an auditor of Hedge Funds, Real Estate, and Investment Banking firms. Ainka's academic achievements include a Bachelor of Science Degree in Accounting as well as an MBA both from the Rochester Institute of Technology.
Maintaining a strong sense of community and a solid professional foundation are very important to Ainka. As part of her. social contribution, Ainka was the cofounder of High Impact Alliance, Inc a nonprofit, youth development organization. She currently serves on the board of several service organizations such as Life Member of Zeta Phi Beta and Director of Lifting While We Climb Charitable Organization - providing scholarships and servicing black students and professionals in the finance industry. In her spare time, Ainka enjoys exercising, traveling, and spending quality time with family and friends
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
Financial
planning1
Wealth
management
Estate planning
strategies
Risk
management
We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.