J. Egbert Email & Phone Number
Lead Financial Advisor @ Treasure Valley Financial Planning
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J. Egbert Location
- Boise, ID, US
J. Egbert Work
- Lead Financial Advisor @ (September 2025 - Present)
- Financial Advisor @ (February 2024 - September 2025)
- Associate Financial Advisor @ (December 2022 - February 2024)
- Financial Advising Intern @ (June 2022 - December 2022)
J. Egbert Education
- Brigham Young University - Idaho
Bachelor of Science (Business Finance, Financial Planning)
2020-2022
J. Egbert Skills
- Business Development
- Business Planning
- Certified Financial Planner
- Customer Relationship Management (CRM)
- Estate Planning
- Financial Advisory
- Financial Analysis
- Financial Planning
- Human Resources (HR)
- Investments
- Job Description Development
- Life & Health Insurance Licenses
- Marketing
- Mathematics
- Microsoft Excel
- Operations Management
- Order Management
- Project Management
- Retirement Planning
- Sales Management
- Tax Planning
- Wealth Management Services
J. Egbert Summary
- J. Egbert, based in Boise, ID, US, is currently a Lead Financial Advisor at Treasure Valley Financial Planning. J. Egbert brings experience from previous roles at Treasure Valley Financial Planning. J. Egbert holds a 2020 - 2022 Bachelor of Science in Business Finance, Financial Planning @ Brigham Young University - Idaho. With a robust skill set that includes Business Development, Business Planning, Certified Financial Planner, Customer Relationship Management (CRM), Estate Planning and more. J. Egbert has 1 emails and 2 mobile phone numbers on RocketReach.
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