Financial Independence
Geeta K. Brana Senior Vice President Financial Advisor
960 Holmdel Road Building 1 Holmdel, NJ 07733 Email:GBrana@femadvisor.com Tel: 732-546-9315 Web: GEETABRANA.COM Geeta K. Brana provides comprehensive wealth management and asset management advisory services to women in transition. Geeta has over twenty years of experience in the International Capital Markets. Her career started in London in 1995 with Lloyds Capital Markets, where she trained in all aspects of international finance and credit analysis. She joined Sumitomo Mitsui Banking Corporation in 2000, where she gained extensive experience of structuring and trading debt packages for multinational corporations throughout the United Kingdom, Eastern Europe, US and Japan. In 2003, Geeta began her career in the U.S. with Smith Barney’s Wealth Management Division (Citigroup), turning her extensive knowledge to helping individuals. In a primarily male-dominated environment, she was able to build a successful wealth management practice in Washington, DC and later New York City, working with high net worth individuals and institutions. After a career break while her children were young, Geeta has returned to wealth management through FCM, a boutique independent advisory firm with deep roots in Monmouth County, NJ. Geeta is also the Founder of WHEEL (Women Helping Educate & Enhance Life). Currently, the focus of Geeta’s practice is on “Women In Transition”; assisting women in all phases of their lives.
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Educating, Inspiring & Empowering Women to Invest with Confidence It is my honor to share with you the launch of my own wealth advisory practice exclusively focused on educating and empowering women to invest with confidence. Effective March 17, 2021, “GEETA BRANA Wealth” will be open for business at a new location on the web! The address is www.geetabrana.com I created a “Women Focused” wealth advisory practice because I wanted to help women bridge the confidence gap when it comes to investing. With extensive global investing experience and a career that spans over 24 years and three continents, I have often seen how the financial planning industry fails to adequately address women’s unique needs and perspectives. Financial success is a goal for many, but women face unique barriers that can make that goal more difficult to achieve. Women live longer, earn less, and head far more single-parent households than do men. Many married women still defer much of their financial decision making to spouses. Yet nine out of ten women will handle their own finances at some point in their lives. Understanding today’s financial landscape can help women: • Rise to the challenge, • Know their worth, • And take control of their futures. While we can’t create economic equality overnight, I can help make sure every woman is fully equipped, supported and prepared to pursue her own unique goals. Let’s get to work, together. Let Geeta Brana Wealth support your journey.
Call: 732-546-9315 or Email: GBrana@fcmadvisor.com for a free consultation.
Be Financially Fearless Visit www.geetabrana.com to access unique resources designed to give women the necessary tools to take control of their financial lives.
WHEEL.WOMEN.POWER WWW.WHEELFORWOMEN.COM Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/ SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.
The County Woman Magazine www.TheCountyWoman.com
May/June 2021
