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15 Years
Pooja Kawatra
EldenStreet Financial, our mission is to bring clarity to your situation today and through collaboration with you and your most important advisors, develop a custom-designed, flexible plan that provides the foundation for your secure future. Our ultimate goal is to help you gain the confidence you need to make key decisions along the way that will bring you peace of mind. Our focus is to ensure that you are confident that your affairs are in order and we have done all that we can to ensure that your plan supports your life’s dreams to: Create and grow wealth, Protect your existing assets, Establish a lasting legacy. Pooja started with ESF in 2017, when her responsibility was to digitize our records and organize them for easy accessibility. She converted thousands of records into an e-filing cabinet, so our staff could quickly access client information for better customer service. Pooja is now our Client Services Associate supporting both our advisors and clients with financial and account information and providing administrative support. Pooja has worked in the retail industry for a very long time and likes interacting with customers. She resides in Chantilly, VA with her family. She enjoys cooking and loves entertaining friends and family.
Rated 5.0 Congratulations, nice alliance
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