Cfp® Aif®'s Location
San Diego, CA, US
Cfp® Aif®'s Work
- Financial Planner @ DLK Investment Management
- Vice President @ The Halby Group, Inc.
- Financial Planner @ NTLS Wealth Management
- Financial Planner @ New England Financial
- Teller @ Citi
Cfp® Aif®'s Education
- San Diego State University
Business Administration (Financial Services)
2004 - 2008 - Certified Financial Planning Board of Standards
Certified Financial Planner (CFP®) Professional
- Fi360
Accredited Investment Fiduciary (AIF®) Professional
Cfp® Aif®'s Skills
- Employee Benefits
- Qualified Retirement Plans
- Group Insurance
- Retirement Planning
- Personal Financial Planning
- Portfolio Management
- Investments
- Wealth Management
- Financial Planning
Cfp® Aif®'s Summary
Cfp® Aif®, based in San Diego, CA, US, is currently a Financial Planner at DLK Investment Management, bringing experience from previous roles at The Halby Group, Inc., Nautilus Advisors, New England Securities and Citibank. Cfp® Aif® holds a 2004 - 2008 Business Administration in Financial Services @ San Diego State University. With a robust skill set that includes Employee Benefits, Qualified Retirement Plans, Group Insurance, Retirement Planning, Personal Financial Planning and more, Cfp® Aif® contributes valuable insights to the industry. Cfp® Aif® has 2 emails on RocketReach.
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