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Strategies for Wealth – Roxana McKinney
120 Broadway, 37th Floor
New York, NY 10271
T (212) 701-7977 F (800) 848-2048
Education and Training:
– Beijing University ’00
– University of Texas at Austin ’04
Specialized Services Offered:
– Life and Health Licensed – Investments, Mutual Funds and Annuities
Community, Charitable or Professional Organizations/Associations:
– Sponsors for Educational Opportunity – Career Program Alumnae ’03 and Mentor
– Team in Training – St. Anthony’s Triathlon, New York City Triathlon and New York City Half Marathon
– Half the Sky Foundation
– Texas Exes Alumni Association
– Association Lation Professionals in Finance and Accounting
Community, Charitable or Professional Organizations/Associations:
– Sponsors for Educational Opportunity – Career Program Alumnae ’03 and Mentor
– Team in Training – St. Anthony’s Triathlon, New York City Triathlon and New York City Half Marathon
– Half the Sky Foundation
– Texas Exes Alumni Association
– Association Lation Professionals in Finance and Accounting
Products & Services
Building Economic Confidence >
Business and Estate Planning >
Risk Management Analysis >
Executive Compensation >
Employee Benefits >
Corporate Retirement Services >
Business Succession Planning* >
Life Insurance >
Investments >
Corporate Financial Education Program >
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