Stephany Barber Email & Phone Number

San Diego, Ca, Us

San Diego, California, United States

Greater San Diego Area

• Conducted comprehensive financial assessments for clients, analysing income, expenses, assets, and liabilities to create personalized financial plans.• Developed and implemented investment strategies tailored to clients' risk tolerance, financial goals, and timelines.• Provided guidance on retirement planning, including the selection of retirement accounts, estimating retirement income needs, and optimizing Social Security benefits.• Evaluated insurance needs and recommended… Show more • Conducted comprehensive financial assessments for clients, analysing income, expenses, assets, and liabilities to create personalized financial plans.• Developed and implemented investment strategies tailored to clients' risk tolerance, financial goals, and timelines.• Provided guidance on retirement planning, including the selection of retirement accounts, estimating retirement income needs, and optimizing Social Security benefits.• Evaluated insurance needs and recommended appropriate coverage to protect against unexpected financial setbacks.• Assisted clients in tax planning, identifying strategies to minimize tax liabilities and maximize tax efficiency.• Monitored clients' portfolios, rebalancing investments as needed to maintain alignment with financial goals and risk tolerance.• Regularly reviewed and updated financial plans to account for changes in clients' circumstances or financial objectives. Show less

525 B Street, San Diego Ca

- Controller of the accounting department at Commercial Builders, Inc.- Introduced and setup a new accounting program for the entire company- Reconciled all bank accounts and communicate accounting data to the owners and third-party accountancy firm- Addressed all fraud issues that pertain to the accounting department- Maintained bank accounts and corporate credit cards for all employees- Generated invoices to vendors and process receivables from clients- Developed… Show more - Controller of the accounting department at Commercial Builders, Inc.- Introduced and setup a new accounting program for the entire company- Reconciled all bank accounts and communicate accounting data to the owners and third-party accountancy firm- Addressed all fraud issues that pertain to the accounting department- Maintained bank accounts and corporate credit cards for all employees- Generated invoices to vendors and process receivables from clients- Developed methods to effectively account for the information received from clients and vendors- Created estimates, invoices and bills in Quickbooks with consideration to retention rates in construction- Established time frames and deadlines for specific submittals to be collected- Experienced in substantial monetary exchange procedures Show less

Greater San Diego Area

- In charge of accounts payable for the company and ensuring all bills are paid on time- Monthly financial reports generated and assembled for review- Populated invoices within Quickbooks to disperse to clients- Formulated spreadsheets within Excel for data input - Assisted in assembling tax returns to be sent out to clients after IRS approval

Greater San Diego Area

- Director of visual presentations throughout the store- Supervised all hiring and training of new employees- Strategically motivated employees to make sales goals- Evaluated the business and confided in my superior upon changes that should be addressed in order to bring up sales for the store- Mentored my subordinates to preside in my position upon my departure

Bachelor'S Degree, Financial Planning And Services

Activities and Societies: SAS - Student Accounting Society

Associate'S Degree, Business Administration And Management, General