100 Broadway Lane New Parkland, CA, 91010 Cell: (555) 987-1234 email@example.com
Reliable Wealth Management Advisor possessing a comprehensive understanding of tax laws and a network of related professionals able to help develop complete management programs. Proven history of high-income estate planning, tax planning, and investment portfolio development. Dedicated to helping investors with means to achieve their short and long-term goals.
Certified Financial Planner
Certified Public Accountant
Life & Health Certified
Securities Sales Licensed
Wealth Management Advisor, January 2010 – May 2015 Grillingham Associates – New Cityland, CA
Developed several different plans for high-income clients to reduce tax burdens.
Utilized a variety of insurance products to deliver estate planning services.
Gave seminars to very exclusive audiences on planning for the future.
Wealth Management Advisor, June 1994 – October 2007 Gringham Associates – New Cityland, CA
Created a large network of professional service providers that also aided in bringing in referrals.
Utilized new investment products to establish tax shelters.
Developed a strong reputation for efficient estate planning services.
1994 Master’s Degree, Accounting & Finance Bushnell University – New Cityland, CA