Daisy Cortes

About Daisy Cortes

I am a former 911 Dispatcher with experience in many areas, backed by years of higher education, 2 Bachelor degrees and a Masters from Texas A&M. As much as I loved doing what I did, it was not allowing me the lifestyle I wanted with my family, and the time envisioned as a new mom to my only son. My fiancé and I run a team in the financial services space and we are looking for other people who make feel like I did: Love what they do or did, but still feel like maybe something is missing. Maybe you want to keep your career but it’s crossed your mind to do something else on the side? If you are like me, I’ve had this feeling like I am meant for more. There is potential to still be unlocked. The want to impact people on a larger scare than my career would ever allow. That i have more value to bring in a difference capacity what what I am able to do now. Our mission is one that allows growth and I love it. I love our mission because, despite my academic background and college degrees, I didn’t learn financial literacy in school. And through experience sitting with our clients, I have learned that no matter your background, there are so many people that didn’t learn either— Yes, even doctors, lawyers, and even people that work in the financial industry already! It is crazy that you can become a successful professional but still lack the knowledge of what to do with your income. How to save, grow, and protect your money while building generational wealth and creating a legacy to use with your family, or leave to them. I love what we do because we get to see lives changed on a financial level and on a personal level as we train agents and watch them grow. And how these changes have a ripple effect into their family, relationships, and community. I believe in what we do for our clients and our agents. I have witnessed the relief, happiness, and fulfillment it brings. I, too, have experienced it! If you fell lost or unqualified when it comes to money, you are’t alone. Believe me, I was there. Many are there, but that’s why we exist: to serve and to educate! Or if you feel stuck, if you feel dissatisfied, if you like you have more to give than what you currently do allows, I hear you. I am here to tell you, there is a solution. And you don\'t have to do some extreme change from the get-go. You can actually stay where you are while takin g on something new simultaneously. It’s doable, and i know that, because that is how i started! If you have made it this far, and any of this resonates with you, I’d like connect and hear from you! 🫶

Experience

1. Financial Professional & Recruiter

   Transamerica

   Jun 2021 — Present · Ventura County, CA, US

Education

• San Diego State University

  Bachelor of Arts (B.A.), Spanish Language and Literature

  2009 — 2013

• San Diego State University

  Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration

  2009 — 2013

• Universidad Nebrija

  Spanish Language and Literature

  2012 — 2012

• East Texas A&M University

  Master of Science - MS, Criminology

  2017 — 2019