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