With over three years of experience in the financial planning industry, I have developed deep expertise in providing comprehensive support to clients and investment professionals. My ability to cultivate strong client relationships and deliver exceptional service has resulted in a track record of success and continued growth.
I excel at preparing accurate and detailed financial plans, checking their accuracy, and providing valuable insights and recommendations to clients. My experience in portfolio management of high-net-worth clients and analysis of financial products allows me to deliver exceptional results and help clients achieve their financial goals.Whether managing wealth or creating financial plans, I proficiently utilize Excel to streamline processes and drive business growth.
As a Certified Financial Planner and MBA in finance, I bring a unique skill set and deep understanding of financial markets to every engagement.