As a Financial Consultant at intellicents, I get to see people achieve their dreams everyday. Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents’ mission is to also help the 99% make their dreams real. intellicents is a national independent financial advisory firm centered on the employee benefit relationship, specializing in four core services – retirement plan services at both the plan and participant level, personal financial management, financial wellness education and advice to employers and individuals, and group insurance…all supported by people smarts and great technology.Prior to being appointed as a Financial Consultant, I served as VP of Retirement Services & Wealth Management for a Retirement Plan Consulting company for 4 years and have been in the financial services industry since 2009. I serve an important role in providing assistance to employers and their employees though Fiduciary Governance, Investment & Portfolio Management, Plan Design, and employee support which include employee education, financial wellness programs, financial planning, and personal financial management. Everyone should have access to a financial plan to help them achieve their dreams.I graduated from Loyola Marymount University with a B.A. in Business, with an emphasis in Entrepreneurship and Finance and current hold the following designations:-CERTIFIED FINANCIAL PLANNER(™)-Certified Pension Consultant-Accredited investment Fiduciary® -Series 65: Uniform Investment AdviserTo pick my brain some more, connect.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.