Carol Ann Casebolt
Wealth Advisor
- Role
- Wealth Advisor at Mercer Advisors
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Carol Ann Casebolt
I began my career in 2010 as an Investment Consultant after graduating from Chapman University with a Bachelor\'s Degree in Business Administration. Throughout the years I learned that my passion was working with people. I provide our clients with comprehensive financial planning to help create successful futures and lasting legacies.
Experience
Wealth Advisor
Dec 2023 — Present · Woodland Hills, CA, US
Education
UCLA Extension
Certificate in Financial Planning
2015 — 2016
Chapman University
BS, Finance and Economics
2006 — 2010
Skills
- Options
- Microsoft Word
- Powerpoint
- Microsoft Excel
- Etfs
- Series 63
- Finance
- Strategic Financial Planning
- Equities
- Portfolio Management
- Series 7
- Asset Allocation
- Banking
- Mutual Funds
- Trading
- Financial Analysis
- Microsoft Office
- Sales
- Securities
- Crm
- Investments
- Excel
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