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Bernadett Papp Email & Phone Number
Personal Finance Coach
at
Foundation for Fiduciary Education
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✓ Verified July 2026
3 data sources
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Current company
Role
Personal Finance Coach
Location
Claremont, California, United States
Who is Bernadett Papp? Overview
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Quick answer
Bernadett Papp is listed as Personal Finance Coach at Foundation for Fiduciary Education, based in Claremont, California, United States. AeroLeads shows a matched LinkedIn profile for Bernadett Papp.
Bernadett Papp previously worked as Retirement Income Strategist - Specializing in TFRA and PPA at Bernadett Papp and Licensed Financial Professional at West Los Angeles Branch Tfa. Bernadett Papp holds Certificate, Business Process Optimization from Uc Irvine, Extension.
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Foundation for Fiduciary Education
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Profile bio
About Bernadett Papp
As a retirement income professional, I help people turn their hard-earned savings into steady, reliable income that lasts a lifetime. We start by taking a deep dive into your current financial picture—where you are today and where you’re headed. This clarity gives you the confidence to see what’s working, what isn’t, and how we can craft a plan that balances growth, security, and flexibility. My mission is simple: to solve real problems, create personalized strategies, and give you the peace of mind to enjoy the retirement you’ve worked so hard for. Before this path, I’ve spent 18 years in finance, including as Director of Budgeting and Analysis at AEG Presents—the powerhouse behind Coachella. Managing billion-dollar budgets and solving complex challenges honed my skills for tackling big-picture goals and fine-tuning the details. Now, I bring that expertise to your retirement plan—offering clarity, confidence, and an exciting path to the future you deserve. https:\\p2rplan.com\income
Listed skills include Financial Analysis, Accounting, Management, Financial Reporting, and 22 others.
Current workplace
Bernadett Papp's current company
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5 roles
Bernadett Papp work experience
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Retirement Income Strategist - Specializing In Tfra And Ppa
CurrentBy specializing in TFRA (Tax Free Retirement Accounts) and PPA (Personal Pension Accounts), I guide conservative investors to safely grow their Nest Egg, save on Taxes and make extra money so they don't have to worry about becoming a Walmart greeter in retirement.We help you solve for :- saving on taxes in retirement - mitigate market risk in your Nest Egg portfolio - prepare for the high cost of Long-Term Care- create Lifetime Income stream- plan for leaving a LegacyRetirement Income Forecasting Session will give you clarity on the expected retirement income, if you stay the course. It gives a great sense whether you're on the right track to achieve your dream retirement or if you have to pivot. Next step in my specialized process is to identify areas for enhancements and recommendation of strategies that can maximize safe Nest Egg growth and create lifetime income stream.
Mar 2020 - Present
Licensed Financial Professional
Current
Mar 2020 - Present
Director, Budget & Analysis And Various Accounting And Financial Planning Roles In Prior Years
Current- Director, FP&A System Highly technical role, implementing and managing financial planning and budgeting SaaS system.- Financial Planning and Analysis Role: Corporate Financial Planning, Budgeting and Analysis - Finance Manager Role: Managed Accounting team, Financial Planning, Forecasting and Budgeting- Accounting Role: Accounting, Journal Entries, Bookkeeping
Apr 2007 - Present
Accounting
Nrc Broadcasting
Manage Accounts ReceivableBank reconciliationsParticipate in accounts payable processing
Jan 2007 - Apr 2007
2 education records
Bernadett Papp education
Certificate, Business Process Optimization
Bachelor, Economics
FAQ
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What company does Bernadett Papp work for?
Bernadett Papp works for Foundation for Fiduciary Education.
What is Bernadett Papp's role at Foundation for Fiduciary Education?
Bernadett Papp is listed as Personal Finance Coach at Foundation for Fiduciary Education.
Where is Bernadett Papp based?
Bernadett Papp is based in Claremont, California, United States while working with Foundation for Fiduciary Education.
What companies has Bernadett Papp worked for?
Bernadett Papp has worked for Foundation For Fiduciary Education, Bernadett Papp, West Los Angeles Branch Tfa, Aeg Presents, and Nrc Broadcasting.
How can I contact Bernadett Papp?
You can use AeroLeads to view verified contact signals for Bernadett Papp at Foundation for Fiduciary Education, including work email, phone, and LinkedIn data when available.
What schools did Bernadett Papp attend?
Bernadett Papp holds Certificate, Business Process Optimization from Uc Irvine, Extension.
What skills is Bernadett Papp known for?
Bernadett Papp is listed with skills including Financial Analysis, Accounting, Management, Financial Reporting, Managerial Finance, Budgets, General Ledger, and Accounts Receivable.
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