Edna Concepcion
Certified Fiduciary Financial Adviser @Heritage Investments & Retirement Planning Heir Planning Heritage Financial & Insurance Services
San Diego, CA, US
EMAILS
e•••@heirfinancial.com
MOBILE NUMBERS
+16•••••••92
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WORK HISTORY
Jul 1996 — Present
Certified Fiduciary Financial Adviser @Heritage Investments & Retirement Planning Heir Planning Heritage Financial & Insurance Services
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EDUCATION
N/A
University of Maryland
Bachelor of Science in Business Management, Finance and Banking
2002
The Wharton School
Finance
2006 — 2007
UCLA Anderson School of Management
Management Program
ABOUT EDNA CONCEPCION
Certified Financial Fiduciary, Assets preservationist and legacy builder-…
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