About Candidate
Report Listing

I am a CFP® professional looking to join a Sr Advisor/Planner.

Resume Summary

I have been in the financial services industry since 2019. Since then I have done various roles such as a 403(b) representative, paraplanner, client service associate, and financial planner. In my current position my main task is to build and present financial plans using eMoney and Right Capital.


Resources
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