Becca Mahas, Afc®, Mfpa Email & Phone Number

Salt Lake City, Ut, Us

Helping clients to inspire action to achieve lifelong financial security, empowering individuals to save, serve—and bless others’ lives

▪ Regularly leads clients to increased financial wellbeing through focused questions, exceptional listening, motivational interviewing, and follow through in the goal development process▪ Speciality training on core financial principles such as spending, credit, student loans, debt management etc.▪ Passed AFC exam portion of certification

Greater Salt Lake City Area

I collaborated with various departments of the firm's largest local client to identify potential risks and controls, and assist in Sarbanes-Oxley compliance. I also actively engaged in recruitment, team building, and training initiatives.

I supported future students by helping them navigate the competitive college admission process. In addition I regularly led interactive staff trainings regarding policy changes and change management efforts

I reorganized client servicing through technology adaptation leading to higher client satisfaction. I also effectively communicated investment research to CFP’s, mutual fund wholesalers, and high net worthindividuals.

Master'S Degree, Financial Planning And Analytics

Fulfills classroom requirements for the CFP exam

Bachelor Of Science - Bs, Finance

Activities and Societies: Women in Business, Marketing Association, Nonprofit Management Student Association