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
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Ainka Munroe offers products, services and specific strategies to include, amongst others; the following areas:
RETIREMENT: Are you on track? How are you invested for your risk level and time horizon? What options are available for you? How are you going to strategicially distribute these accounts in retirement? Traditional & Roth IRAs, 401K, 403B, and Pension Plans
RISK MANAGEMENT: Are you properly protected? Do you know what you have in place? Is it enough? Life Insurance, Disability Income, Long Term Care
INVESTMENTS: Are you diversified? What investments are appropriate for you? Stocks, Bonds, Mutual Funds, ETFs, Annuities
COLLEGE EDUCATION FUNDING: Are you eligble for a tax deduction? Have you saved enough? Coverdell ESA & 529 Plans
INCOME TAX SUMMARY*: Estimating of impact of taxes on your savings and investment programs
ESTATE ANALYSIS*: Arranging for an efficient, cost-effective property transfer.
FINANCIAL STATEMENT: Review of cash inflow, outflow, and net worth.
BUSINESS PLANNING: Employee Benefits, Deferred Compensation Plans, Group Health Insurance, Buy-Sell Agreements, Key Person Plans, Business Continuation Plans, and Executive Bonus Plans
Ainka maintains the following certifications/registrations:
- FINRA Registrations, Series 7, 63, 66
- Life, Accident and Health Insurance Licenses
-CERTIFIED FINANCIAL PLANNER™ certification
*Equitable Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.
