I am a Certified Financial Planner (CFP) with 9 years of experience in the financial services industry, including a background in mutual fund operations and client service. For the past 2 years, I’ve worked as a paraplanner, supporting financial planning strategies and helping clients optimize their financial outcomes. Passionate about continued growth, I am focused on advancing my career in financial planning and providing comprehensive, personalized guidance to clients at every stage of their financial journey.