Eileen Loustau

Hourly Financial Planning @Asti Financial Management - Offering Hourly Financial Planning Advice In The Bay Area Since 2005

San Francisco, CA, US
EMAILS
e•••••@astifinancial.com
MOBILE NUMBERS
+14•••••••14

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WORK HISTORY

Apr 2022 — Present

Hourly Financial Planning @Asti Financial Management - Offering Hourly Financial Planning Advice In The Bay Area Since 2005

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As a CERTIFIED FINANCIAL PLANNER™ Eileen enjoys helping clients with pre and post retirement planning, college planning, portfolio allocation and rebalancing, marriage/divorce planning and 1031 investment property exchange strategies. As a fiduciary, Eileen charges by the hour and there are no on-going AUM fees, commissions or referral fees. Eileen\'s goal is to provide clear, action oriented, unbiased advice so you can leave the meeting with an easy to execute plan.

SKILLS

Financial ServicesAnalyticsWebsite DevelopmentWeb AnalyticsLeadershipEmail MarketingDigital MarketingIntegrated MarketingContent StrategyMarketingOnline AdvertisingInvestmentsInvestorsEducationStrategyMarket ResearchStrategic PlanningVideoContent MarketingStrategic CommunicationsDirect MarketingPublic RelationsPublic SpeakingInternal CommunicationsBloggingMarketing StrategyHigh Net Worth IndividualsTeam LeadershipSocial Media MarketingSocial Media

ABOUT EILEEN LOUSTAU

After a successful career in marketing leadership roles at Wells Fargo, Charles Schwab…

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