Hi! I’m Xtina
Hi, I’m Xtina and I believe that a strong personal connection is necessary in guiding clients in their financial journey. While having charm and eloquence are common traits among most financial advisors, I prefer to take my relationship with my clients to a deeper level in order to access how their financial plans can fit into their life goals.
My unconventional approach and meticulous nature has helped many clients move closer to their financial goals. Fueled by compassion and a genuine desire to listen to my clients’ aspirations, I personalize my service based on each individual’s needs.
Personally, I take joy in my ability to relate with those around me. Outside of work, I enjoy spending time with my loved ones, reading, and watching shows on Netflix.
“Xtina has been handling my family’s policies for a while now, and she is one of the most sincere and patient persons I have ever worked with. She is also very knowledgeable in many matters. If she is unable to give you an answer right away, she will always get back with the information. What I value most about her is that she has my interests at heart and is not pushy. Xtina is always willing to assist her clients whether it be educating them or even accompanying them through the claims process. I look forward to continue working with her.”
“The personal attention and service rendered by Xtina is rare and you can rest assured that she genuinely cares about her clients’ interest and well-being. She is also extremely accommodating and always willing to assist her clients. I don’t think I can find anyone who would accompany me through every step of my claims process, including seeing the doctor with me. I would definitely recommend Xtina to anyone.”
“Xtina had accompanied my family throughout the claim process and made a couple of trips to the hospital to assist us in obtaining the medical report to submit to the insurance company. Though the claim was not successful, Xtina took the initiative to help us evaluate available options and we were able to get a significant amount while keeping the protection coverage. She definitely goes the extra mile and reassures us that we are in her good hands.”
“Xtina is super nice and helpful. She will always explain everything and help me understand the details of my policies. Even if you forget some of the details discussed, she remains patient and will explain everything nicely again. She will also simplify the information that makes it easy to understand. If you are looking for a knowledgeable and client-centric agent to work with, Xtina is your go-to person!”