Gina Estrada

Gina EstradaGina L. Estrada is a Financial Consultant with AXA Advisors, LLC and joined AXA Advisors in 2008.  Gina provides financial services to families, executives and closely held business owners.  

I am a dedicated financial consultant who is truly committed to excellence in providing clients with cutting edge techniques to help address their financial concerns.  I work closely with attorneys, accountants and my clients' other financial professionals to create strategies that best serve the clients' interest.

Gina works with a team of professionals to bring her clients the very best in the planning process of financial protections, implementing tax-advantaged investment strategies, and helping to pass money efficiently to heirs.  We deliver sound financial, investment and wealth management strategies that are designed to help you take control of your future.  Our Discovery process provides clarity on where you want to go and what it will take to get there.  Most importantly, you become a member of our client family, where we strive to provide the best service in the industry.

Our team has expertise in many areas, especially focusing on Retirement Planning, Estate Transfer and Asset Management.  Our clients find comfort in knowing that they have planned to enjoy retirement in the lifestyle they desire.  We guide them through the maze of their benefits packages and investments and create distribution strategies to help them make their hard-earned money last their lifetime and pass efficiently to their heirs.

Join us by setting up a complimentary consultation.

 

California Insurance License #: 0G12754 
Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Estrada + Associates is not owned or operated by AXA Advisors, LLC or its affiliates.