āŗāŗāŗ Candidate for CFPĀ® CertificationāāāA goal-driven, advancement-oriented Candidate for CFPĀ® Certification seeking to contribute to a forward-looking financial planning firm. Possess strong knowledge of Investments, Economics and the External Environment, Retirement, Tax and Estate Planning and Risk Management. Advanced emotional intelligence, people skills and the ability to actively listen and understand client's unique financial objectives to deliver the most appropriate products and services.šŖ Strengths encompass:āāāāāāāāāāāāāāāāāāāāāāā„Growth Minded Personalityā„Retirement/Education Planningā„Cash Flow Analysisā„Client Relationship Management (CRM)ā„Financial Statement & Ratio Analysisā„Investment Solutionsā„Financial Projections, Valuation & Analysisā„Risk Management/Debt Managementā„Brokerage PlatformsEthical and collaborative team player with strict attention to detail, capable of upholding the highest standards of compliance with FINRA & CFP Board requirements. Exceptional business acumen, high degree of integrity and sound judgment skills. Excellent verbal and written communication and presentation skills. Highly professional demeanor and positive attitude with a background of success as a top performer. Trustworthy, well organized and self-driven, excited to take on new challenges and adapt to change.
