Elizabeth Luna

Vice President at ARIA Wealth Management

Role
Vice President at Aria Wm
Location
San Jose, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Elizabeth Luna

As a financial advisor, Elizabeth oversees the financial planning department and focuses on strategy implementation for high-net worth clients.Specialties: Financial planning

Experience

  1. Vice President

    Aria Wm

    Dec 2016 — Present

Skills

  • Wealth Management
  • Investment Strategies
  • Financial Planning
  • Tax Reduction Strategies
  • Private Wealth Management
  • Retirement Planning

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Elizabeth Luna — Vice President at Aria Wm in San Jose, CA, US | Unifers