Sasha Lauzon

Sasha Lauzon
Financial Consultant Truist Investment Services, Inc.

515 E Las Olas Blvd

4th Floor,

Fort Lauderdale, FL 33301-2351

About me

Background

I’m a Financial Consultant with Truist Investment Services, Inc., offering clients more than 19 years of financial services, retirement planning, and investment management experience.

I focus on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. I follow a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. I also consult on risk management, retirement planning, and other critical financial strategies. 

Investment Advisor Representative, Truist Advisory Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science: Finance and International Business & Trade
Florida Atlantic University 1996 2000

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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