Emily Cuadra
Wealth Planner Associate | Making Money Plans & Snack Plans— Wealth Planning Wingwoman & Toddler Mom
- Role
- Wealth Planner Associate at Tower View Wealth Management Llc
- Location
- Oshkosh, WI, US
- LinkedIn followers
- 500 followers
About Emily Cuadra
FINRA SIE Certification- June 2024 Series 65- November 2024 Dynamic and…
Experience
Wealth Planner Associate
Tower View Wealth Management Llc
Feb 2025 — Present · Oshkosh, WI, US
As a Wealth Planner Associate, I work alongside a Certified Financial Planner (CFP) to deliver comprehensive financial planning and enhance client relationships. My role is focused on strategy, client engagement, and business development, particularly within the Fox Valley area and beyond.With a strong foundation in financial analysis, I assist in developing financial plans, conducting client assessments, and researching industry trends. I also play a key role in networking, marketing, and fostering professional relationships to expand the firm’s market presence. Financial Planning: Support CFP in creating retirement strategies & investment proposals Client Relationship Management: Engage with clients & ensure seamless follow-up Business Development: Network with professionals & generate new client opportunities Growth & Innovation: Stay ahead of industry trends & pursue professional developmentExcited about helping clients achieve financial success while growing within a dynamic advisory firm.
Education
University of Wisconsin-Milwaukee
75 Credits Complete, Business, Management, Marketing, and Related Support Services
2010 — 2014
Skills
- Social Networking
- Social Media Marketing
- Training
- Sourcing
- Team Building
- Social Media
- Recruiting
- Marketing
- Networking
- Event Planning
- Screening
- Customer Service
- Time Management
- Account Management
- Leadership
- Sales
- Event Management
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