Haley Sakamoto

Jr. Financial Planning Associate at Chequers Financial Management

Role
Jr Financial Planning Associate at Chequers Financial Management
Location
Irvine, CA, US
LinkedIn followers
500 followers

About Haley Sakamoto

I hold a degree in Business Economics from UC Irvine, with a strong foundation in financial modeling, forecasting, and investment analysis. Currently, I work in financial planning at a registered investment advisory firm, where I\'ve had the opportunity to put that foundation into practice and deepen my understanding of how thoughtful analysis translates into real client outcomes.I genuinely enjoy digging into complex problems and finding clarity in the details — it\'s the kind of work that keeps me engaged and motivated. I believe the best results come from environments where people hold themselves to a high standard while still supporting one another, and that\'s something I try to bring to every team I\'m part of.

Experience

  1. Jr Financial Planning Associate

    Chequers Financial Management

    Feb 2026 — Present · Irvine, CA, US

Education

  • UC Irvine

    Personal Financial Planning Certificate, Finance and Financial Management Services

  • UC Irvine

    Bachelor's degree, Business/Managerial Economics

    2023 — 2025

  • West Valley College

    Associate of Arts, Economics

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Haley Sakamoto — Jr Financial Planning Associate at Chequers Financial Management in Irvine, CA, US | Unifers