Bianca Cervantes
Senior Client Relationship Associate @Confianza Wealth Management
San Diego, US
EMAILS
b•••••@confianzawealth.com
MOBILE NUMBERS
+17•••••••35
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WORK HISTORY
Apr 2024 — Present
Senior Client Relationship Associate @Confianza Wealth Management
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San Diego, CA, US
My role is to build strong, trust-based relationships by guiding clients through every step of their financial planning experience. From onboarding to document preparation, I make sure clients feel supported.Confianza Wealth offers holistic financial planning: investing, tax, and estate planning
SKILLS
Time ManagementSales OperationsHootsuiteProject ManagementMicrosoft ExcelSalesforce.comMicrosoft WordQuickbooksLogistics ManagementSpanishSharepointStrategic LeadershipMicrosoft OfficeSocial MediaMicrosoft OutlookProject Planning
ABOUT BIANCA CERVANTES
Senior Client Relationship Associate | CPA Candidate | Advocate for Financial…
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