Sheila Soufian, Financial Consultant at Equitable Advisors

Sheila Soufian, Financial Consultant at Equitable Advisors CA Insurance Lic # 0F70865 If you’re seeking clarity, confidence, and a customized approach to your financial future, let’s start the conversation.

With over 20 years of experience as a Financial Consultant, I help closely held businesses, families, and individuals achieve comprehensive, long‑term financial success. By leveraging an in‑house team of advanced specialists and an open‑architecture platform of carefully vetted solutions, I guide clients through even the most complex estate and retirement planning strategies.

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
09/07/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
09/04/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Could your portfolio benefit from a zero-coupon bond?
09/02/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
08/31/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
08/28/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
08/26/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Working in Retirement: New trend or same old story?
08/24/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Learn how to maximize your Qualified Charitable Distributions!
08/21/2026

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!
08/19/2026

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

An article explaining 530A Accounts.

Take the time to think about these three things when shopping for your next vehicle.
08/17/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

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395 N. Service Road #206
Melville, NY
11747

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