Lia Bertelson Email & Phone Number
CERTIFIED FINANCIAL PLANNER Professional® @ Together Planning
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Lia Bertelson Location
- Atlanta, GA, US
Lia Bertelson Work
- 2018 -now CERTIFIED FINANCIAL PLANNER Professional® @
- 2016 -now Adviser @
- 2007 -2009 Spanish Teacher @
- 2005 -2007 Spanish Teacher @
- 1999 -2005 Corporate Banking @
Lia Bertelson Education
- The University of Georgia
Master’s Degree (Religion)
2003-2005 - The University of North Carolina at Chapel Hill
Bachelor’s Degree (Business Administration)
1995-1999
Lia Bertelson Skills
- Teaching
- Leadership
- Management
- Banking
- Investments
- Finance
- Strategic Planning
- Financial Analysis
- Retirement Planning
- Religion
Lia Bertelson Summary
- Lia Bertelson, based in Atlanta, GA, US, is currently a CERTIFIED FINANCIAL PLANNER Professional® at Together Planning. Lia Bertelson brings experience from previous roles at Together Planning, St. Martin's Episcopal School, Atlanta Public Schools and SunTrust. Lia Bertelson holds a 2003 - 2005 Master’s Degree in Religion @ The University of Georgia. With a robust skill set that includes Teaching, Leadership, Management, Banking, Investments and more. Lia Bertelson has 2 emails and 1 mobile phone numbers on RocketReach.
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