Katrina S.
Hummingbird Consulting- Financial Markets
- Role
- Financial Planning Consultant at Hummingbird Consulting
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Katrina S.
In planning and consulting, I am typically the first point of contact for clients to assist them to prioritize in reaching their goals. I consult and focus on the holistic view of finances; some of these areas are: investments, insurances, education and retirement planning, succession strategies, cash, debt and liability management. I studied finance at the Eberhardt School of Business, University of the Pacific and currently hold Bachelors of Science and Master of Arts degrees. I have worked in finance and educating others for over 10 years. My industry licensing experience includes Series 7, 66 FINRA Registrations, SIE and NAIC Insurance licensing. I am active in my community and value community partnerships by giving back to schools and organizations through classes and seminars.
Experience
Financial Planning Consultant
Jun 2017 — Present · Las Vegas, NV, US
Education
University of the Pacific - Eberhardt School of Business
Bachelor's Degree
National University
Master's Degree
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