• Uncovering client needs and providing innovative solutions for individual/business financial planning, relative to their unique circumstances.• Collaborated with a team of CFP’s to work on a variety of client engagements and develop personalized strategies to solve their critical challenges ie; investments, insurance, retirement/estate planning etc.• Analyze data/information and present recommendations to clients that have real impact on their business/personal goals.• Creating connections and building a network to learn from a wide diversity of industry leaders. Participating in extensive training and mentorship to sharpen technical and interpersonal skills.