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
Jr Financial Planning Associate
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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