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
Finance & AccountingView LinkedIn profile

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

  1. 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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Ethan Earles — Financial Planner at Sycamore Financial Planning, Llc in Charlotte, NC, US | Unifers