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Savvy Target Audience
User Segments
Age: 52
Gender: Female
Occupation: Chief Medical Officer
Education: Doctorate Degree, Medicine
Age: 48
Gender: Male
Occupation: VP of Software Engineering
Education: Master's Degree, Computer Science
Age: 45
Gender: Female
Occupation: Senior Portfolio Manager
Education: Master's Degree, Business Administration (MBA)
Dr. Evelyn Reed
Goals
- Ensure a comfortable and secure retirement for my family
- Optimize my investments for long-term growth and tax efficiency
- Establish a robust legacy plan for my children's education and future.
Pain Points
- Lack of time to manage complex financial affairs
- Difficulty understanding intricate tax laws and investment strategies
- Worries about outliving my retirement savings due to rising healthcare costs.
Savvy Geographic Distribution
Savvy's operations are exclusively focused on the United States, with a national presence of advisors across numerous states, indicating no current international market share.
Top Countries
United States
Canada
United Kingdom
Australia
Germany
Age Distribution
Key Insights
Primary age group concentration shows strong presence in:
31-35
Most active age range
Target Audience Socio-economic Profile
Savvy primarily targets high-income households, mainly with 2 to 4 members, reflecting their focus on high-net-worth individuals.
Employment Status
Income Distribution
Education Level
Savvy Behavior Analysis
Behavior Profile
Device Breakdown
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