Idelsi Estrella
About Idelsi Estrella
Idelsi Estrella serves as a Regional Leader at Primerica, where she has worked since 2012. With degrees in Journalism and Business Administration, she specializes in financial advisory services, including retirement planning and education savings.
Work at Primerica
Idelsi Estrella has served as a Regional Leader at Primerica since 2012, accumulating over 12 years of experience in this role. Based in New York and New Jersey, she oversees operations and provides financial advisory services. Her responsibilities include advising clients on various financial products and services, which encompass life insurance, legal protection, debt management, and retirement planning. Estrella's role allows her to engage with clients across multiple states, including New York, New Jersey, Pennsylvania, and Maryland.
Education and Expertise
Idelsi Estrella holds two degrees from SUNY New Paltz. She earned a Bachelor of Arts in Journalism with a concentration in Public Relations, completing her studies from 2006 to 2011. Additionally, she obtained a Bachelor of Science in Business Administration with a focus on Finance, which she completed from 2006 to 2010. Her educational background equips her with the skills necessary for effective communication and financial management.
Licenses and Certifications
Estrella holds several essential licenses that enable her to provide investment advice and manage client portfolios. She possesses Series 6, 63, and 65 licenses, which are crucial for her role as a financial advisor. These certifications allow her to offer a range of financial advisory services, ensuring compliance with regulatory standards while serving her clients.
Financial Advisory Services
Idelsi Estrella specializes in advising clients on child education savings plans and fixed/variable annuities. She provides comprehensive financial advisory services, focusing on managing various retirement accounts, including 401K, Roth IRA, SEP, and rollovers. Her expertise encompasses a wide range of financial products and services, allowing her to tailor solutions to meet the specific needs of her clients.