Audree Bobinger Cvga
Investment Advisor Representative | Insurance & Retirement Planning Expert | Financial Literacy Advocate | U.S. Navy Veteran
- Role
- Investment Advisor Representative at Quility Financial Advisors
- Location
- Tacoma, WA, US
- LinkedIn followers
- 500 followers
About Audree Bobinger Cvga
When a woman loses her partner to death or divorce, the financial fallout can feel like…
Experience
Investment Advisor Representative
Mar 2025 — Present
Fee only Investment Advisory Services, no sneaky fees or commissions- Wholistic Financial Planner providing life insurance, retirement planning, estate planning & tax strategies- Firm is Federally Registered with the SEC- Tactically & Actively managed using proprietary algorithms that take the emotion out of investing and mitigate our clients downside risk- Bound by Fiduciary Standard, legally obligated to do what\'s in the clients best interest- Charles Schwab is our Custodian and Money Manager, the largest custodian of funds in the US-To learn more about us, please review this Article! https://sfglife.com/whitepaper/quility-financial-advisors/
Education
Boise State University
Associate of Arts - AA, General Studies
2010 — 2012
Boise State University
Bachelors in Business Management , Minor in Entrepreneurship
Flordia State College of Jacksonville
Associate's degree, General Studies
2016 — 2018
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