Brittney K.
Plano, TX
CFP(R) and CAP(R) Wealth Management Professional
$100.00/hr
As a Certified Financial Planner and Chartered Advisor in Philanthropy with over 15 years of experience, I have comprehensive knowledge in holistic wealth management, including Retirement Planning, Income Planning, Estate Planning, Tax Planning, and Charitable giving strategies,
I am skilled in Microsoft Office and have experience in various financial planning software programs, including eMoney Advisor and MoneyGuidePro; I especially love spreadsheets and can quickly learn other software programs if necessary.
Work History
Call Banks and Get Interest Rates - Outbound call data collection
5.00
May 31, 2022
-
Jun 24, 2022
Private earnings
Brittney K. has more jobs. Create an account to review them
Skills
- Personal Budgeting
- Forecasting
- Cash Flow Analysis
- Estate Planning
- Financial Analysis
- Financial Planning
- Investment Research
- Investment Strategy
- Microsoft Office
- Bookkeeping
- Microsoft Excel
- Coaching
Brittney K.
Plano, TX
1
Total Jobs
8
Total Hours
CFP(R) and CAP(R) Wealth Management Professional
Specializes in$100.00/hr
As a Certified Financial Planner and Chartered Advisor in Philanthropy with over 15 years of experience, I have comprehensive knowledge in holistic wealth management, including Retirement Planning, Income Planning, Estate Planning, Tax Planning, and Charitable giving strategies,
I am skilled in Microsoft Office and have experience in various financial planning software programs, including eMoney Advisor and MoneyGuidePro; I especially love spreadsheets and can quickly learn other software programs if necessary.
Work History
Call Banks and Get Interest Rates - Outbound call data collection
5.00
May 31, 2022
-
Jun 24, 2022
Private earnings
Brittney K. has more jobs. Create an account to review them
Skills
- Personal Budgeting
- Forecasting
- Cash Flow Analysis
- Estate Planning
- Financial Analysis
- Financial Planning
- Investment Research
- Investment Strategy
- Microsoft Office
- Bookkeeping
- Microsoft Excel
- Coaching
Hours per week
As Needed - Open to Offers