Tiffany Blackburn

Tiffany Blackburn Email and Phone Number

Financial Planning Assistant @ Arkāgos Advisors & Asset Management
Washington, DC, US
Tiffany Blackburn's Location
Washington DC-Baltimore Area, United States
About Tiffany Blackburn

Tiffany is a full-time economics student currently working as a Financial Planning Assistant at Arkāgos Advisors & Asset Management where she provides support for the company's daily operations. Alongside her university courses, she is also studying for the Certified Financial Planner (CFP) exam which she plans to use in the near future as an advisor.

Tiffany Blackburn's Current Company Details
Arkāgos Advisors & Asset Management

Arkāgos Advisors & Asset Management

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Financial Planning Assistant
Washington, DC, US
Tiffany Blackburn Work Experience Details
  • Arkāgos Advisors & Asset Management
    Financial Planning Assistant
    Arkāgos Advisors & Asset Management
    Washington, Dc, Us
  • Arkāgos Advisors & Asset Management
    Financial Planning Assistant
    Arkāgos Advisors & Asset Management Mar 2024 - Present
    Alexandria, Virginia, United States
    • Assists with the ongoing development and maintenance of client data and financial plans in eMoney.• Supports the Director of Operations with collection and filing of client documents into Redtail CRM.• Inputs data to generate analysis, projection, and scenario reports regarding client tax planning.• Records new or prospective client investment transactions in portfolio management software.
  • Amplified Planning
    Amplified Planning Extern
    Amplified Planning Jun 2024 - Aug 2024
    Richardson, Texas, United States
    • Gained hands-on experience in cash-flow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planning.• Watched real client meetings, conducted financial analyses, and developed client deliverables.• Became certified in eMoney Advisor and gained experience in Asset-Map and Redtail CRM.• Earned 500 hours toward CFP® Board experience requirements
  • Vector Wealth Strategies, Llc
    Financial Planning Intern
    Vector Wealth Strategies, Llc Jan 2024 - Mar 2024
    Huntsville, Alabama, United States
    • Attended client-facing meetings to gain insight into relationship management and servicing accounts.• Observed the financial planning process from introduction to implementation of financial plan.• Learned about day-to-day financial planning and wealth management business operations.

Tiffany Blackburn Education Details

Frequently Asked Questions about Tiffany Blackburn

What company does Tiffany Blackburn work for?

Tiffany Blackburn works for Arkāgos Advisors & Asset Management

What is Tiffany Blackburn's role at the current company?

Tiffany Blackburn's current role is Financial Planning Assistant.

What schools did Tiffany Blackburn attend?

Tiffany Blackburn attended George Mason University, Germanna Community College.

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