Financial Planning Assistant
- Investment team member. Assists advisors who are managing investment portfolios.
- Responsible for client communications & supporting financial planning.
- Assists with onboarding and servicing clients.
- Assists with trades and money movements.
- Enjoys spending time with friends & family, basketball & football, German cars, & listening to music.
Education:
- Arizona State University, BA of Science in Finance 2022
- College for Financial Planning, CFP® Certification Professional Education Program 2024
Licenses & Examinations:
- Securities Industry Essentials (SIE)
- Series 7, Series 66, Series 9, Series 10
- Life Insurance License
- Accidental & Health Insurance License
- CFP® Certification