Yo Harvesto

Albuquerque, New Mexico Area United States

Founding Partner at TaBu Investments (TBI)

Finance / Banking / Insurance

Responsible for providing financial advice and investment for people with regard to investment strategies. Looking at the overall financial picture and trying to help one improve by recommending savings, inventory or other investment decisions. PRIMARY RESPONSIBILITIES Provide financial advice to individuals. Interview clients to determine their current income, expenses, insurance coverage, taxation, financial goals, risk tolerance and other information needed to develop a financial plan. Recommend strategies clients can use to achieve your financial goals and objectives, including advice on debt management, cash management, insurance coverage, and investment. Identify and keep abrea...