Hayley Haslett
- Role
- Associate Advisor at Lake Road Advisors
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Hayley Haslett
I enjoy building relationships and helping people gain clarity in their financial…
Experience
Associate Advisor
Mar 2022 — Present
Independent, Fee Only Financial Planning firm focused on helping clients achieve goals and manage their financial lives.\\\\n\\\\nYou want to buy the perfect family home, take memory-building vacations, save for college, build your business, or save for your future?\\\\n\\\\nBut trying to navigate your way through the complex world of finance seems like too much to tackle. Between work, taking care of the house, and wrangling kids, you don\'t have time to become an expert on the stock market, let alone know where to start.\\\\n\\\\nLake Road takes the angst out of financial planning. You bring the goals, we\'ll bring the expertise, and together we\'ll create a plan to make it happen.\\\\n\\\\nWe are fee-only planners. We\'ll never try to sell you something you don\'t need, because we don\'t work on commission.\\\\n\\\\nOur only goal is helping you meet yours.\\\\n\\\\nThe opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. For additional information, please visit our website at \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
Skills
- Etfs
- Data Analysis
- Microsoft Word
- Emoney
- Food Safety
- Restaurant Management
- Microsoft Dynamics Crm
- Restaurants
- Servsafe
- Customer Service
- Sales
- Business Communications
- Research
- Client Relations
- Social Media
- Food & Beverage
- Menu Development
- Microsoft Excel
- Financial Accounting
- Portfolio Management
- Food
- Risk Analysis
- Microsoft Office
- Recipes
- Catering
- Redtail Crm
- Financial Services
- Financial Analysis
- Sommelier
- Culinary Skills
- Pastry
- Baking
- Leadership
- Cooking
- Banquets
- Lean Six Sigma
- Customer Relationship Management (Crm)
- Writing
- Food Service
- Hospitality
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