Chartered Financial Analyst (CFA); Certified Financial Planner (CFP®)
University of Southern California, B.S., Business Administration; University of California, Los Angeles, Masters of Business Administration
You will not be able to control the directional moves of the market. However, maintaining a long-term discipline will allow you to avoid the financial pitfalls that result from succumbing to your emotions during periods of market turmoil.
Client Service Associate
- Help with account maintenance and balances
- Help with wire transfers, and money movement
- Financial plan development
- Implementation of planning recommendations