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Sheila Soufian, Financial Consultant at Equitable Advisors

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Melville, NY
Sheila Soufian, Financial Consultant at Equitable Advisors

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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.

11/02/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

10/30/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

10/28/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

10/26/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

10/21/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

10/19/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

10/16/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

10/14/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

10/12/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

10/09/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Address

395 N. Service Road #206
Melville, NY
11747

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