AXA DBA Demo Site

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My name is John Smith. Welcome to my Web site.

As an AXA Advisors financial professional and active member of the Pasadena, California community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills over my 15 year career, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:

    • Certified Financial PlannerTM (CFPTM)
    • Chartered Life Underwriter (CLU)
    • Chartered Financial Consultant (ChFC)
    • FINRA licenses: Series 6, Series 7 and Series 64

My academic achievements include:

    • A Bachelors of Arts Degree in Finance from the University of Southern California
    • An MBA from UCLA

My education, experience and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you achieve your goals. Then, as a registered representative of AXA Advisors, LLC, and an agent of The Equitable Life Assurance Society of the United States, I’ll recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

    • Member of the Pasadena Bar Association Auxiliary
    • Deacon at St. Luke's United Methodist Church
    • Vice Chairman of Pasadena Junior Achievement
    • Member of the Pasadena Financial Planning Association
    • Member of the Institute of Certified Financial Planners.

My wife Susan and I live in North Pasadena, California with our 3 children.

Thanks for visiting.

Note:If the financial Professional is a CFP and displays this designations in his/her biography, this footnote must be included.

CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

EC-21601 (6/01)

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