Profile Summary
Results driven wealth advisor with 9 years in financial services focused on holistic planning, retirement strategy, client risk management and fiduciary guidance for diverse client segments including families, executives and small business owners.
Professional Experience
- Managed 450M in client assets; achieved an average annual portfolio growth of 6.5% through diversified strategies.
- Onboarded 120 plus high net worth families; improved client retention by 18% year over year.
- Created personalized financial plans with 95% client satisfaction rating across top client segments.
- Designed retirement and estate plans for 200 plus households, with tax efficient strategies.
- Partnered with investment teams to implement client solutions with fiduciary oversight and compliance.
Skills
Financial Planning
Portfolio Management
Retirement Planning
Estate and Tax Planning
Risk Assessment
CRM Tools
Regulatory Compliance
Investment Strategy
Certifications
- CFP - Certified Financial Planner
- CFA Level II Candidate
- FINRA Series 7 and 63
Education
Bachelor of Science in Economics, University of California, Berkeley, 2012