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Angela G. | Elance
 
176985602337900
Last Sign-in: Jul 22, 2015

Angela G.

CFP how can I help you with your practice?
   United States
  |   Bothell, WA
  |  9:15 pm Local Time

Overview

Minimum Hourly Rate $150

Desire to serve your practice utilizing my 20 years of financial services experience.
Certified Financial Planner%u2122 Professional,
Series 6,63 and 65 securities registration
Life, Disability, and Variable Insurance License for Washington and Oregon
Bachelors of Science Business Administration with Highest Honors - Oregon State University

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Skills (5)

Tested
Call Center Skills Test
My Score
avg
Passed
Email Etiquette Certification
My Score
avg

Service Description

Life Insurance Reviews - types of insurance, amount of insurance, term of insurance, ownership, beneficiaries.
Sucessful Budgets with implementation plans
Financial plans
Life planning

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Overview  |  Job History  |  Resume/C.V.

Keywords

CFP
Financial Planning
Insurance Review
Budgeting
mutual fund research
My Snapshot
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Elance Level
Level represents activity and experience on Elance. Freelancers start at Level 1 and achieve higher levels through their work. A higher "Level" indicates greater earnings, ratings and other achievements on Elance. Learn More »
  • 12 months
  • Lifetime
Jobs
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Identity
Username
anggiboney
Type
Individual
Member Since
July 2010
Elance URL
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0
Angela G. | Elance

Angela G.