Financial Advisor/ Investment Consultant at Focus Investment Advisors
Location:
Encinitas, California
Industry:
Financial Services
Work:
Focus Investment Advisors - Encinitas since Apr 2010
Financial Advisor/ Investment Consultant
Focus Investment Advisors Oct 2007 - Apr 2010
Paraplanner/ office manager
Origins Natural Resources - Greater San Diego Area Sep 2004 - Oct 2007
Assistant Store Manager
Education:
San Diego State University-California State University 2014
MSBA canidate, Financial Planning and Taxation, CFP track
San Diego State University-California State University 2011 - 2012
Cirtificate of Financial Planning, Financial Planning and Services
Chapman University 2009
BA, Social Science, Behavioral Finance
Skills:
401k 401k Rollovers Insurance Customer Service Retirement Planning Retirement Plan Consulting Pension Funds Investment Advisory Investment Management Separately Managed Accounts Series 7 series 66 CFP education Registered Investment Advisor ERISA Portfolio Management Strategic Financial Planning Asset Managment Uniform Combined State Law
Interests:
cooking, dinner parties, yoga, wine, horseback riding, anything outdoors, reading, time with family and friends