Ethan Earles
Financial Planner at Sycamore Financial Planning, LLC
- Role
- Financial Planner at Sycamore Financial Planning, Llc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Ethan Earles
Client-driven, collaborative financial planner seeking to uphold the values of a fiduciary firm and act in the best interest of clients. Provide and offer accessible means of sound financial advice through the use of skills in critical assessment, client relations and financial planning as a whole.
Experience
Financial Planner
Sycamore Financial Planning, Llc
May 2021 — Present · Charlotte, NC, US
Education
Virginia Highlands Community College
Associate of Science - AS, Business Administration
2015 — 2016
Virginia Tech
Bachelor of Science - BS, Finance - CFP(R) Certification Education Option
2016 — 2019
Skills
- Customer Service
- Microsoft Excel
- Leadership
- Microsoft Word
- Financial Analysis
- Project Management
- Finance
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