Aarti Sethi,
CRPC®
Senior Premier Advisor
15000 Heathcote Blvd
Haymarket, VA 20169
About me
Background
I am a Senior Premier Advisor and Vice President with experience in financial services since 2013. I entered the industry to help improve client financial literacy, and I feel it’s important to help others fill in their financial planning gaps. Working with a team, I help clients take a comprehensive, holistic, and strategic approach to financial planning, while helping to deliver customized solutions and providing active relationship and risk management. My daily goal is to help put my clients first and build their trust through high-touch attention, in-depth conversations, and technology.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
Specialties
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
