Resumes
Resumes

Certified Financial Plannerâ Ï
View pageLocation:
14333 Addison St, Sherman Oaks, CA 91423
Industry:
Financial Services
Work:
La Wealth Management
Certified Financial Plannerâ Ï
Axa Advisors
Financial Consultant
Certified Financial Plannerâ Ï
Axa Advisors
Financial Consultant
Education:
Uc Santa Barbara 2008 - 2012
Bachelors, Bachelor of Science, Philosophy Agoura High School 2008
Bachelors, Bachelor of Science, Philosophy Agoura High School 2008
Skills:
Retirement Planning
Wealth Management
Estate Planning
Strategic Financial Planning
Investment Advisory Services
Investment Advisory
Asset Allocation
Wealth Management
Estate Planning
Strategic Financial Planning
Investment Advisory Services
Investment Advisory
Asset Allocation
Interests:
Snowboarding
Basketball
Surfing
Biking
Hiking
Tennis
Basketball
Surfing
Biking
Hiking
Tennis
Languages:
English
Certifications:
Finra Series 7
Finra Series 66
California Life, Accident, & Health
California Insurance License
Retirement Income Certified Professional®
License 0H96908
Finra Series 66
California Life, Accident, & Health
California Insurance License
Retirement Income Certified Professional®
License 0H96908
