CAN-2025-ERAEEP
Lead Financial Advisor
Years of Experience
10+ years
Overview
Lead financial advisor with 10+ years of experience in comprehensive financial planning and client relationship management. Expert in retirement planning, education funding, and investment management.
Skills
Financial Planning
Retirement Planning
Education Funding
Investment Management
Client Acquisition
Relationship Management
Insurance Planning
Tax Planning
CFP Certification
Education
MBA in Finance, University of Chicago Booth School of Business
BS in Business Administration, Northwestern University
BS in Business Administration, Northwestern University
Certifications
CFP, Series 7, Series 66, ChFC
Full Description
Client-focused advisor delivering comprehensive financial planning solutions for individuals and families.
- Built practice managing $75M+ in client assets
- Developed comprehensive financial plans for 300+ clients
- Specialized in retirement and education funding strategies
- Achieved top 10% performance in client satisfaction surveys
- Mentored junior advisors and supported team growth