Crawford Asman
Financial Planning Analyst @Cahaba Wealth Management, Inc
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WORK HISTORY
Financial Planning Analyst @Cahaba Wealth Management, Inc
Atlanta, GA, US
Collaborate with advisors to create personalized financial plans, tailored to the client’s goals, while considering factors like cash-flow management, risk management, and investments. • Evaluate investment portfolios to optimize asset allocation, diversification, performance tracking, and risk tolerance. • Working with advisors and clients on planning for retirement through long-term cash flow projections, account-depletion strategies, and various tax-saving avenues.• Participate in client meetings to then prepare and send detailed summaries outlining key discussion points and action items.
EDUCATION
American School in London
General Studies
The Westminster Schools
General Studies
University of Denver
Bachelor of Science Business Administration - BSBA, Finance, General
ABOUT CRAWFORD ASMAN
A University of Denver alum with a Bachelors degree in Finance, focusing on wealth…
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