Lead Financial Planner

Preferred Location:
South-West,West
Open to Relocation:
No

We are currently representing a Lead Financial Planner, CFP at a 20B+ AUM RIA. She is located in Southern California and exploring opportunities outside of her firm at this time. Details below:

  • Extensive technical financial planning expertise (eMoney) with HNW and UHNW individuals
  • Strong experience advising Fortune 500 company employees across a variety of workplace solutions
  • 5+ years of experience in her current role
  • CFP, Series 7/66
  • Exploring opportunities with compensation packages in the 140-180k range

For more information on this candidate please fill out the form below:

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