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@financialguide.com
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Daniel Bledsoe is listed as Alumni of Financial Planning Program- The University of Georgia, 2016 based in Athens, Georgia, United States. AeroLeads shows a work email signal at financialguide.com and a matched LinkedIn profile for Daniel Bledsoe.
Daniel Bledsoe previously worked as Volunteer Tax Preparer at Vita (Volunteer Income Tax Assistance) and Team Lead at Academy Sports And Outdoors. Daniel Bledsoe holds Bachelor’S Degree, Financial Planning from The University Of Georgia.
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I will be graduating from The University of Georgia in December 2016, with a Bachelor of Science degree in Financial Planning. I am passionate about building those lasting relationships that allows the client to attain the things that are most important to them. I am currently seeking a career with a comprehensive RIA firm where I can apply my knowledge and skills as well as grow and develop both. I plan to sit for the CFP exam in March as the next step to attaining this designation.
Listed skills include Teamwork, Leadership, Customer Service, Microsoft Office, and 8 others.
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Athens, Georgia Area
In the VITA program we work directly, with low to middle income clients, to both prepare this years tax return as well as make recommendations for next year. Following each session we would follow up with the client to reiterate our recommendations and outline how those recommendations would affect their situation.
Athens, Georgia Area
I provide total financial needs analysis through a network of experienced professionals with expertise in:• Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services
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Daniel Bledsoe is listed as Alumni of Financial Planning Program- The University of Georgia, 2016.
AeroLeads has found 1 work email signal at @financialguide.com for Daniel Bledsoe.
Daniel Bledsoe is based in Athens, Georgia, United States.
Daniel Bledsoe has worked for Vita (Volunteer Income Tax Assistance), Academy Sports And Outdoors, and Capstone Financial, Llc.
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Daniel Bledsoe holds Bachelor’S Degree, Financial Planning from The University Of Georgia.
Daniel Bledsoe is listed with skills including Teamwork, Leadership, Customer Service, Microsoft Office, Microsoft Word, Powerpoint, Microsoft Excel, and Public Speaking.
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