My Background

Fatema Udaipurwala, CFA

 

As an Agent with New York Life, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. After 18 years working in Financial Services, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.

My mission is to help my clients make educated decisions to secure their financial future and to be a financial resource. As a proud resident of San Francisco for over 22 years, I enjoy serving our community with my over 18 years of experience in finance. I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company. In addition to my 18 years of experience financial services, I hold the designation of CFA "(Chartered Financial Analyst)" from  CFA Institute and have participated in New York Life's well-known training program, NYLIC University

Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and, goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

Neither New York Life Insurance Company nor its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

 
 

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