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Valencia
20102 Baltar Street, Winnetka, California, 91306
EXPERIENCE
Resident California Health Insurance Broker
Health Insurance Producer (CA License #0G90578) November 2010-Present Assisted clients with choosing a health insurance plan from Blue Shield of CA and Anthem Blue Cross of CA Licensed to sell under the broker-dealer General Agency Insurance Development Services (GAIDS) Reviewed all of clients insurance policies to check if all insurance coverage was appropriate for client
EDUCATION
University of California, Los Angeles Extension
Personal Financial Planning Program Winter 2010 Fall 2011 (Expected) Also passed CA Life and Health Insurance exam in two weeks time through self-study program Learned financial planning strategies for insurance, investments, taxes, estate, and education planning
LEADERSHIP
Financial Planning Association LA New Professionals
Communications Director March 2010-Present Division in the Financial Planning Association Los Angeles chapter focusing on helping new financial planners Volunteered for Financial Planning Days event in LA providing free planning for low income neighborhoods Helped put together a panel of CFP professionals to speak on the financial planning profession for an event