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@wellsfargoadvisors.com
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2 phones found area 310
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Lily Fallah, Chsnc® is listed as Financial Advisor & Chartered Special Needs Consultant® | Flat-Rate Financial Planning & Money Management at Guide My Finances, a company with 2 employees, based in Carlsbad, California, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 310, and a matched LinkedIn profile for Lily Fallah, Chsnc®.
Lily Fallah, Chsnc® previously worked as Financial Advisor at Guide My Finances and Financial Consultant at Wells Fargo Advisors. Lily Fallah, Chsnc® holds Bachelor’S Degree, Finance from San Diego State University-California State University.
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AeroLeads found 1 current-domain work email signal for Lily Fallah, Chsnc®. Compare company email patterns before reaching out.
My career in the financial services industry began in 2016. I've had the privilege of assisting both high-net-worth individuals and the business sector. My areas of expertise are diverse, covering everything from strategic 401(k) planning and tailored retirement strategies to customized portfolio management.I enjoy every facet of my career and the area I find the most fulfilling is my work within the Special Needs community. This personal calling led me to earn the Chartered Special Needs Consultant® designation (ChSNC®) and I'm honored to be among a select group of financial advisors in the United States who hold this credential.As a Chartered Special Needs Consultant (ChSNC®), my focus centers on supporting the disabled community with educated expertise, including:-Evaluating a child's eligibility for crucial government benefits such as Supplemental Security Income (SSI), Social Security Disability Benefits, Medicare, Medicaid, and more.-Cultivating essential relationships with referral partners like estate planning attorneys, insurance brokers, and CPAs with specialized knowledge in serving the disabled community.-Navigating the management of assets within special needs trusts to ensure meticulous financial oversight.-Creating comprehensive, tailor-made financial plans that span both the client's and their disabled child's lifetimes.My work in this community extends outside of the office. I'm proud to be an active contributor to The Arc of San Diego, a distinguished provider of special needs services. My involvement as a board member, Treasurer, and Chairman of the Investment & Finance Committee has given me a greater understanding of the needs of the families I support and extended my network of resources. Beyond the world of numbers and strategies, you'll find me enjoying my friends and family, traveling and exploring.I am a FINRA-registered Series-7, Series-66 Investment Adviser Representative. I also hold a California Life and Health Insurance license.
Listed skills include Time Management, Microsoft Office, Powerpoint, Customer Service, and 13 others.
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San Diego, California, United States
We provide comprehensive full service financial planning on a flat-fee rate and asset management services. Our financial planning services include a wide range of areas customized to each client's individual needs. Areas of inquiry include: cash flow management, retirement savings plans, retirement distribution plans, special needs planning, tax analysis.
La Jolla, California
In my previous role at Wells Fargo Advisors, I worked with a high-performing team in managing a portfolio of $330 million in assets. My focus on financial planning and working with business owners and families with special needs drove my passion for developing personalized and comprehensive investment strategies, aligning with each client's unique.
La Jolla, California
As a Registered Client Associate, I consistently delivered a high level of service and support to clients, ensuring prompt resolution of issues. By applying excellent communication and interpersonal skills, I built sustainable client relationships rooted in trust. I supported clients by effectively handling service requests, answering questions, and.
Greater San Diego Area
During my time at Morgan Stanley, I played a pivotal role in orchestrating and promoting monthly seminars, while also providing critical support to a Financial Advisor by meticulously handling administrative and client meeting preparations. I excelled in crafting tailored reports encompassing Asset Allocation, Portfolio Review, Projected Monthly Income.
While working at KPBS, I contributed to market data analysis by utilizing proprietary software programs, offering valuable insights into strategic decisions. Within a dynamic team, I provided crucial clerical assistance to a sales manager, six account executives, and dedicated support staff. I showcased my creativity by crafting engaging radio promotional.
Other employees you can reach at guidemyfinances.com. View company contacts for 2 employees →
Abigail Valentine
Colleague at Guide My FinancesOceanside, California, United States, United States
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Chelsea Newell, Cfp®, Fbps™
Colleague at Guide My FinancesCarlsbad, California, United States, United States
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Jayce Gispan
Colleague at Guide My FinancesSan Diego, California, United States, United States
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Quick answers generated from the profile data available on this page.
Lily Fallah, Chsnc® works for Guide My Finances.
Lily Fallah, Chsnc® is listed as Financial Advisor & Chartered Special Needs Consultant® | Flat-Rate Financial Planning & Money Management at Guide My Finances.
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Lily Fallah, Chsnc® at Guide My Finances.
AeroLeads has found 2 phone signal(s) with area code 310 for Lily Fallah, Chsnc® at Guide My Finances.
Lily Fallah, Chsnc® is based in Carlsbad, California, United States while working with Guide My Finances.
Lily Fallah, Chsnc® has worked for Guide My Finances, Wells Fargo Advisors, Morgan Stanley, and Kpbs.
Lily Fallah, Chsnc®'s colleagues at Guide My Finances include Abigail Valentine, Chelsea Newell, Cfp®, Fbps™, and Jayce Gispan.
You can use AeroLeads to view verified contact signals for Lily Fallah, Chsnc® at Guide My Finances, including work email, phone, and LinkedIn data when available.
Lily Fallah, Chsnc® holds Bachelor’S Degree, Finance from San Diego State University-California State University.
Lily Fallah, Chsnc® is listed with skills including Time Management, Microsoft Office, Powerpoint, Customer Service, Public Speaking, Leadership, Microsoft Word, and Teamwork.
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