Felicity di Pisa
Financial Planner at Pruco Securities, LLC
- Role
- Financial Planner at Pruco Securities, Llc at UHY-US
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Felicity di Pisa
Life is constantly in motion. Because of the constant movement, financial decisions can…
Experience
Financial Planner at Pruco Securities, Llc
Aug 2014 — Present
A Financial Planner• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
Education
University of Paris I: Panthéon-Sorbonne
MA, History
2000 — 2004
The London School of Economics and Political Science (LSE)
Msc, Global Economic History
2004 — 2005
Université Paris-Sorbonne
MA, English Literature and Civilisation
2000 — 2004
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