Ethan Stiefel
Financial Coach @California Baptist University
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WORK HISTORY
Financial Coach @California Baptist University
Riverside County, CA, US
Provide one-on-one financial coaching to multiple students weekly, addressing different topics such as budgeting, saving, and other financial needs - Guide students in setting and achieving financial goals, offering personalized advice and resources
EDUCATION
California Baptist University
Finance, General
ABOUT ETHAN STIEFEL
Currently pursuing a Finance degree at California Baptist University with an expected graduation in April 2027. Recently earned the Accredited Asset Management Specialist (AAMS®) designation, building expertise in investments, taxation, retirement planning, insurance, and ethics. Certified as a Microsoft Office Specialist in Excel in April 2025, demonstrating proficiency in Microsoft tools. Contributed to investment database creation and developed mock client portfolios during an internship at Focus Investment Advisors Inc, using tools like Morningstar and eMoney. Aspires to leverage financial expertise and communication skills to build a successful career in financial services.
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