Letitia Berbaum Email & Phone Number
Contributing Writer @ Forbes Finance Council
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Letitia Berbaum Location
- Irvine, CA, US
Letitia Berbaum Work
- 2024 -now Founder, Wealth Advisor @
- 2021 -now Contributing Writer @
- 2020 -2024 COO and Wealth Advisor @
- 2017 -2020 Wealth Management Advisor @
- 2011 -2017 LPL Financial Advisor @
- 2010 -2011 Personal Banker @
Letitia Berbaum Education
- California State University - Fullerton
Bachelor Of Arts (Business Administration)
Letitia Berbaum Skills
- Investments
- Small Business
- Retirement
- Wealth
- Investment Strategies
- 401k
- Retirement Planning
- Financial Services
- Strategic Financial Planning
- Finance
- Portfolio Management
- Financial Planning
- Mutual Funds
- Financial Advisory
- Securities
- Marketing
- Wealth Management
- Customer Service
- Insurance
- Fixed Annuities
- Investment Management
- Asset Allocation
- Tactical Asset Allocation
- Risk Management
- Insurance Planning
- Personal Financial Planning
- Financial Statement Auditing
- Growth Investing
- Money Management
- Multi-generational wealth transfer
- Multi-generational Planning
- business strategy planning
- Tax-Efficient Investing
- Strategic Planning
- Business Strategy
- Portfolio Optimization
- Investment Portfolios
- Working with Investors
- Trading
- executive women
- financial advisor
- Analytical Thinking
- investment analysis
- Investment Performance
- Holistic Financial Planning
- ROI
- ROI Strategies
- Financial Independence
- Financial Freedom
- Music Management
- FINRA
Letitia Berbaum Summary
- Letitia Berbaum, based in Irvine, CA, US, is currently a Contributing Writer at Forbes Finance Council. Letitia Berbaum brings experience from previous roles at Blue Sands Wealth, The Zandbergen Group, Optivest Wealth Management and LPL Financial. Letitia Berbaum holds a Bachelor Of Arts in Business Administration @ California State University - Fullerton. With a robust skill set that includes Investments, Small Business, Retirement, Wealth, Investment Strategies and more. Letitia Berbaum has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Forbes Finance Council Employees
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Letitia Berbaum
Contributing Writer
Irvine, CA, US
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Port Angeles, WA, US
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