Ashley Montesdeoca

Associate Financial Planner at TIAA

Role
Associate Financial Planner at TIAA
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ashley Montesdeoca

Hi! I’m a young financial professional currently working at TIAA as an Associate Financial Planner. I am currently working towards getting my Masters Degree in Personal Financial Planning to sit for my CFP exam!

Experience

  1. Associate Financial Planner

    TIAA

    Jul 2024 — Present

Education

  • South Piedmont Community College

    Associate of Arts - AA

  • College for Financial Planning

    Master’s of Science

    2023 — 2025

  • Union County Early College

    High School Diploma

  • University of North Carolina at Charlotte

    Bachelor of Science - BS

    2020 — 2022

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Ashley Montesdeoca — Associate Financial Planner at TIAA in Charlotte, NC, US | Unifers