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Skills

Estate planning and tax minimization
Category equipment
Budgets
Savings accounts
Problem resolution
Asset Under Management (AUM) Growth
Comprehensive portfolio management
Insurance decisions
Business Development
Financial plan customization

Work Experiences

Awarded in 2017.
Advised clients on tax-advantaged investment solutions, saving them an average of $8 per year in combined tax liabilities.
Analyzed client portfolios and recommended diversified investment strategies, contributing to a 40% average increase in annual returns.
Achieved results in 2019.
Compared client portfolios.
Advised on liquidity management strategies.
Accommodated changes in clients’ life events.
Built and maintained a portfolio of over 7 clients, with a focus on holistic financial planning and multi-generational wealth management.
Advised clients on real estate investments.
Analyzed client portfolios.

Summaries

Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the program business.
Certified Financial Planner with 17 years of experience in wealth management, offering expert financial planning services that consistently yield portfolio growth of 76% over the past year.
Addressed growth, risk, and tax needs.
Certified Financial Planner with a focus on financial literacy education, having presented workshops that improved financial awareness for over 4 individuals.
Strengths in risk assessment and performance reporting backed up by Miscellaneous training.
With Series 7, 6, and 63 licenses, we can demonstrate our expertise.
Overall morale and productivity are boosted by experience in policy development and staff management procedures.
Achieved a 28% decrease in annual tax liabilities for clients.
Adept at collaborating with clients to design estate plans that minimize tax liabilities and increase wealth transfer efficiency by 40%.
Assessed financial needs.

Accomplishments

Partnered with industry-leading wealth management platforms to enable clients seamless access to investment solutions, increasing AUM by 72%.
Increased clients' projected retirement income by an average of $14 through effective asset diversification and income planning strategies.
Educated clients on risk management strategies that reduced exposure to market volatility, protecting 81% of investment assets during market downswings.
Presented at framework on advanced estate planning strategies, generating 8 new high-net-worth client leads.
Established a comprehensive quarterly review process that identified underperforming funds, improving client portfolio performance by 45%.
Increased client satisfaction ratings by 60% by streamlining communications and increasing accessibility to financial information channels.
Introduced new client engagement processes that increased recurring referral business by 35% over a 2017 period.
Utilized Monte Carlo simulations to stress-test client retirement plans, improving confidence in achieving financial goals by 83%.
Helped corporate executives reduce tax liabilities by $4 through retirement plan opt-in and deferred compensation strategies.
Collaborated with team of 12 in the development of standard.

Affiliations

Rotary Club International - Finance Committee
Lions Club
Association of Information Technology Professionals
International Council of Nurses
Association for Supply Chain Management (APICS)
Personal Finance Society (PFS)
International Association of Registered Financial Consultants (IARFC)
Society of Women Engineers
National Association of Insurance and Financial Advisors (NAIFA)
International Financial Planners Forum

Certifications

Personal Financial Specialist (PFS™) – Colorado
Registered Financial Consultant (RFC) - 2016
Cisco Certified Network Associate (CCNA)
Licensed Real Estate Broker Massachusetts
Certified Exit Planning Advisor (CEPA) - 2024
Financial Risk Manager (FRM) - Ironclad Systems
Series 63 License – North Carolina
Microsoft Certified Systems Engineer (MCSE)
Licensed Insurance Producer - Colorado - 2019
Enrolled Agent (EA) 2019

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