Ivan L.
Bilingual Financial Advisor
- Role
- Bilingual Financial Advisor at GreenPath Financial Wellness
- Location
- Riverside, CA, US
- LinkedIn followers
- 500 followers
About Ivan L.
Experienced Recreation Supervisor with a demonstrated history of working in the recreational facilities and services industry. Skilled in Management, Observation, Community Service, Microsoft Excel, and Critical Thinking. Strong community and social services professional graduated from University of California, Merced.
Experience
Bilingual Financial Advisor
Jul 2023 — Present
Assess the financial needs of individuals and help clients plan for short- and long-term goals-Explain to potential clients the types of services that GreenPath can offer to ease a clients hardship; offer recommendations for how to get out of debt and develop a personalized action plan to meet your goals-Review situation with client, and explain the options for keeping your home, or getting out of a house you can’t afford. We provide a foreclosure hotline specifically to assist people with this urgent need-Review student loans with client to determine payment options based on your loan types, explore repayment options to make sure you understand the pros and cons of each.
Education
University of California, Merced
Bachelor of Arts - BA, Sociology and Psychology
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