My Background

Fatema Udaipurwala, CFA

 

As a Financial Advisor with Eagle Strategies LLC, my mission is to help my clients make informed decisions to secure their financial future and to be a financial resource. As a proud resident of San Francisco for over 25 years, I enjoy serving our community with my over 21 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 we have to offer.

I specialize in helping business owners and individuals in the area of insurance & investment planning, retirement, and estate and legacy planning. 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 planning for extended healthcare for self or for aging relative.

If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed Financial Adviser with Eagle Strategies LLC and a licensed agent to sell insurance through New York Life Insurance Company. In addition to my 21 years of experience in 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 advisor, 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.