Bernadett Papp

Bernadett Papp Email and Phone Number

Personal Finance Coach @ Foundation for Fiduciary Education
Claremont, CA, US
Bernadett Papp's Location
Claremont, California, United States, United States
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

Bernadett Papp's Current Company Details
Foundation for Fiduciary Education

Foundation For Fiduciary Education

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Personal Finance Coach
Claremont, CA, US
Bernadett Papp Work Experience Details
  • Foundation For Fiduciary Education
    Personal Finance Coach
    Foundation For Fiduciary Education
    Claremont, Ca, Us
  • Bernadett Papp
    Retirement Income Strategist - Specializing In Tfra And Ppa
    Bernadett Papp Mar 2020 - Present
    Los Angeles, California, United States
    By 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.
  • West Los Angeles Branch Tfa
    Licensed Financial Professional
    West Los Angeles Branch Tfa Mar 2020 - Present
    Los Angeles, California, United States
  • Aeg Presents
    Director, Budget & Analysis And Various Accounting And Financial Planning Roles In Prior Years
    Aeg Presents Apr 2007 - Present
    Greater Los Angeles Area
    - 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
  • Nrc Broadcasting
    Accounting
    Nrc Broadcasting Jan 2007 - Apr 2007
    Manage Accounts ReceivableBank reconciliationsParticipate in accounts payable processing

Bernadett Papp Skills

Financial Analysis Accounting Management Financial Reporting Managerial Finance Budgets General Ledger Accounts Receivable Forecasting Entertainment Finance Microsoft Excel Jd Edwards Accounts Payable Gaap Quickbooks Sap Analysis Budgeting Business Process Improvement Customer Service Event Management Event Planning Insight Software Financial Systems System Implementations

Bernadett Papp Education Details

Frequently Asked Questions about Bernadett Papp

What company does Bernadett Papp work for?

Bernadett Papp works for Foundation For Fiduciary Education

What is Bernadett Papp's role at the current company?

Bernadett Papp's current role is Personal Finance Coach.

What schools did Bernadett Papp attend?

Bernadett Papp attended Uc Irvine, Extension, Budapest Business School.

What skills is Bernadett Papp known for?

Bernadett Papp has skills like Financial Analysis, Accounting, Management, Financial Reporting, Managerial Finance, Budgets, General Ledger, Accounts Receivable, Forecasting, Entertainment, Finance, Microsoft Excel.

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