Abundance Beyond Financial LLC is a dynamic financial advisory firm founded by Abi Bermudez in 2020, located in Tulsa, Oklahoma. Abi specializes in Life Insurance, Health Insurance (Medicare Health Plans), Financial Planning, and Business Consulting, providing a comprehensive range of services to support her clients' financial journeys.
With over 18 years of combined industry experience, Abi Bermudez is an accomplished bilingual advisor fluent in both Spanish and English. She began her career in the Financial Industry in 2004 as a Debt Consolidation Specialist before transitioning to the Human Resource sector in 2006, where she honed her skills as an HR Generalist specializing in recruiting, onboarding, processing employer benefits, and education assistant programs.
Her passion for helping individuals and businesses make informed financial decisions has led her to her current role as an Insurance and Business Advisor.
Abi earned her bachelor's degree in administrative leadership from the University of Oklahoma in 2017 and is now a licensed broker in the life and health sector, as well as the auto, home, and commercial sectors. She is certified to sell insurance with over 25 reputable carriers, ensuring her clients have access to the best possible options to suit their unique needs.
As an Insurance and Business Advisor, Abi values building trustworthy relationships with her clients, providing personalized services that empower them to achieve their financial goals with confidence and peace of mind. Abi takes pride in educating her clients on their options, closing financial gaps, and guiding them through the process.
Abundance Beyond Financial Copyright 2020 -- All Rights Reserved
We are not affiliated with any government body or organization
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
Phone Number : (888) 852-0389; (918) 819-4273