My role as Associate Paraplanner is to assist the managing partners help our clients to make good financial decisions. My responsibilities include preparing financial plans and portfolio reviews, organizing case files, and developing client presentations. In addition, I research financial planning concepts for individuals and small businesses to assist our clients with their planning needs.
As a graduate of the Leeds School of Business at the University of Colorado, Boulder, I earned a bachelor’s degree in business administration with a concentration in finance. While in college I took the Personal Financial Planning Track approved by the Certified Financial Planning Board of Standards. The program exposed me to a broad understanding of financial topics and concepts, and technical knowledge of wealth management and financial planning strategies. I am licensed with the state of California for Life and Health insurance,License#: 4041245. Currently, I am pursuing the Series 7 and Series 63 registrations, as well as the CFP® designation.
In my free time I enjoy spending time with friends, traveling and seeing new places, playing videogames, and reading. Exercise is a big part of my life including going to the gym, running, biking, or playing sports