We are a leading Fee-Only Financial Planning Industry. Nationally recognized. Our clients our Latino Celebrities, Entrepreneurs, Executives and Educators.
Bilinugual - Spanish
You will assist 2 CFP's and and Office Manager
You will work directly with clients on Financial Plan data gathering, organizing, and entry to financial planning software (eMoney)
You will prepare budgets for clients
You will review insurance needs
You will coordinate with professional to help with the execution of financial plans, insurance, and estate planning
Health Insurance included.