In addition to serving as a Professional Fiduciary, for nearly 30 years, Vanita has represented clients in various sales professions having a significant fiduciary component, including Realtor, financial advisor and insurance agent. As a Realtor, Vanita primarily represented first-time homebuyers streamlining the sales process, negotiating on their behalf and protecting their financial and personal interests. As a financial advisor, she consulted with individuals on the diversification of their retirement portfolios to maximize value and minimize risk. As an insurance agent, she advised clients on coverage to protect their valuable assets. Her advice to clients has always been guided by their desires and their best interests.
Twice The FUN In DysFUNctional Families – Interactive Case Studies