Victoria Areingdale, Cfp®, Crpc®

Victoria Areingdale, Cfp®, Crpc® Email and Phone Number

Service Advisor and Financial Planning Manager @ CFO4Life
United States
Victoria Areingdale, Cfp®, Crpc®'s Location
United States, United States
Victoria Areingdale, Cfp®, Crpc®'s Contact Details

Victoria Areingdale, Cfp®, Crpc® work email

Victoria Areingdale, Cfp®, Crpc® personal email

n/a
About Victoria Areingdale, Cfp®, Crpc®

Victoria Areingdale, Cfp®, Crpc® is a Service Advisor and Financial Planning Manager at CFO4Life. She possess expertise in customer service, management, time management, leadership, microsoft office and 15 more skills.

Victoria Areingdale, Cfp®, Crpc®'s Current Company Details
CFO4Life

Cfo4Life

View
Service Advisor and Financial Planning Manager
United States
Website:
mycfo4life.com
Employees:
22
Victoria Areingdale, Cfp®, Crpc® Work Experience Details
  • Cfo4Life
    Service Advisor And Financial Planning Manager
    Cfo4Life
    United States
  • Cfo4Life
    Service Advisor & Financial Planning Manager
    Cfo4Life Oct 2023 - Present
    Coppell, Texas, Us
    Investment advisory services offered through CFO4Life.Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563) 326‐2064. Member FINRA/SIPC. CFO4Life and Ausdal Financial Partners, Inc. are independently owned and operated.
  • Cfo4Life
    Service Advisor
    Cfo4Life Mar 2020 - Sep 2023
    Coppell, Texas, Us
  • Usaa
    Investment Specialist
    Usaa Sep 2019 - Mar 2020
    San Antonio, Texas, Us
  • Charles Schwab
    Independent Branch Financial Consultant
    Charles Schwab Apr 2018 - Sep 2019
    Westlake, Texas, Us
    Brokerage Products: Not FDIC Insured. No Bank Guarantee. May Lose Value The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments. Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select. This profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.
  • Charles Schwab
    Independent Branch Associate Financial Consultant
    Charles Schwab Oct 2015 - Apr 2018
    Westlake, Texas, Us
    The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments. Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select. This profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab. © 2017 Charles Schwab Corporation, All right reserved. Unauthorized access is prohibited. Usage will be monitored. BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
  • Charles Schwab
    Client Service Specialist
    Charles Schwab Jun 2015 - Oct 2015
    Westlake, Texas, Us
  • United Capital Financial Advisers, Llc
    Guidance Intern
    United Capital Financial Advisers, Llc Dec 2014 - May 2015
    Irving, Texas, Us

Victoria Areingdale, Cfp®, Crpc® Skills

Customer Service Management Time Management Leadership Microsoft Office Microsoft Excel Team Leadership Teamwork Social Networking Investments Powerpoint Microsoft Word Problem Solving Team Management Public Speaking Social Media Hands On Training 401k Rollovers Asset Allocation College Planning

Victoria Areingdale, Cfp®, Crpc® Education Details

  • The University Of Texas At Dallas
    The University Of Texas At Dallas
    General
  • Collin College
    Collin College
    Real Estate

Frequently Asked Questions about Victoria Areingdale, Cfp®, Crpc®

What company does Victoria Areingdale, Cfp®, Crpc® work for?

Victoria Areingdale, Cfp®, Crpc® works for Cfo4life

What is Victoria Areingdale, Cfp®, Crpc®'s role at the current company?

Victoria Areingdale, Cfp®, Crpc®'s current role is Service Advisor and Financial Planning Manager.

What is Victoria Areingdale, Cfp®, Crpc®'s email address?

Victoria Areingdale, Cfp®, Crpc®'s email address is vi****@****ife.com

What schools did Victoria Areingdale, Cfp®, Crpc® attend?

Victoria Areingdale, Cfp®, Crpc® attended The University Of Texas At Dallas, Collin College.

What skills is Victoria Areingdale, Cfp®, Crpc® known for?

Victoria Areingdale, Cfp®, Crpc® has skills like Customer Service, Management, Time Management, Leadership, Microsoft Office, Microsoft Excel, Team Leadership, Teamwork, Social Networking, Investments, Powerpoint, Microsoft Word.

Who are Victoria Areingdale, Cfp®, Crpc®'s colleagues?

Victoria Areingdale, Cfp®, Crpc®'s colleagues are Chase Mcmellian, Cpa, Anthony Pricer, Mba, Russell Boaz, Andrew Brinkman, Rusty Boaz, Cpa, Cfp®, Jesse Henley, Crps®, Collins Knight, Cpa, Cfp®.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.