To assist a financial advisor, certified financial planner, or other financial professional in creating and developing financial plans in any or all areas of financial planning to include insurance planning, college education planning, investments, retirement planning, cash flow management, estate planning, and all other related areas.
collect information to develop the financial plan.
- Identify related facts by making required calculations; arrange client information for analysis.
- Identify the client’s objectives, needs, and values that have financial implications.
- Identify the information required for the financial plan.
- Identify the client’s legal issues that effect the financial plan.
- Determine the client’s attitudes and level of financial sophistication.
- Identify material changes in the client’s personal and financial situation.
- Prepare information to enable analysis.
SYNTHESISsynthesize and strategize financial information to create a financial plan.analyze and assess financial information to develop strategies for the client.
Jun 2007 - Mar 2008
Contacted and met with clients to build rapport and establish effective communications to match financial product with client financial goals and objectives for financial product purchase.
Sep 2005 - Feb 2006
Financial Planning Intern
Assisted CFP® in advising clients on financial plans utilizing knowledge of investment strategies, insurance, and pension plans to assess client's financial situation to determine the best financial strategy to meet the client's financial goals.
Sep 2005 - Nov 2005
Financial Planning Intern
Assisted CFP® in maintaining quality one-to-one relationships with clients through the creation of new client records, updating existing client records, file reconstruction, and in making follow-up phone calls to validate client information.
Jan 2004 - Apr 2004
Prepared federal income tax returns for individuals and small businesses. Computed tax owed/overpaid using a personal computer. Interviewed clients to determine taxable income, deductible expenses, and, allowances. Reviewed financial documents to determine additional forms needed. Used adjustments, deductions, and credits to keep client's taxes to a minimum
Jul 1999 - Oct 1999
Call Center Representative
Via the telephone contacted Merrill Lynch clients to provide account information, respond to inquiries, take market buy/sell orders, and utilize problem resolution skills to resolve client complaints.
Jun 1979 - Oct 1998
Supervisor ۰ Counselor ۰ Instructor ۰ Recruiter
Used effective verbal and written communication, varying leadership styles, worked closely with enlisted members and officers to accomplish mission objectives, complete maintenance and training plans, and use problem resolutions skills to resolve conflicts.
Certificate in Financial Planning
Program instruction based on learning objectives set by the CFP Board emphazing the process of financial planning. Designed to provide an understanding of the concepts of the financial planning process, time value of money, investment planning, income tax planning, retirement planning,employee benefits, and estate planning.
Chartered Financial Consultant (ChFC) designation
A nine-course curriculum resulting in the most comprehensive financial planning designation available today. All educational courses preparing for CFP® Certification are included plus specialized knowledge in such subjects as the financial system in the economy, financial planning applications, practical estate planning or additional study in retirement issues.
Jan 2004 - May 2006
Associate in Science
Florida State College at Jacksonville
Associate in Science degree college curriculum specializing in the basic knowledge of financial planning. Curriculum prepares students to be employed as a financial planning assistant and/or further matriculation to a 4-year degree at the local university - University of North Florida. Instruction includes basic principles of financial planning, insurance, investments, college education planning, retirement planning, time value of money, and planning for special needs.
May 2005 - Dec 2005
Financial Paraplanner Technical Certificate
The Financial Para-planner certificate prepares students for employment in the financial planning industry by providing the necessary skills needed to advance beyond a clerical position in a financial planner's office. This program focuses on broad transferable skills and stresses understanding and demonstration of the following elements of the financial planning process: Fundamentals of Financial Planning, Principles of Insurance, Investment Planning, Retirement Planning and Employee Benefits.