Leah Willey
Financial Planning Analyst at Sound View Wealth Advisors | CFP® Candidate
- Role
- Financial Planning Analyst at Sound View Wealth Advisors
- Location
- Savannah, GA, US
- LinkedIn followers
- 500 followers
About Leah Willey
Strong understanding of financial planning skills and marketing with a Bachelor of Science - BS focused in Personal Financial Planning from Gordon Ford College of Business, a credited CFP certified school, and a minor in Marketing at Western Kentucky University. I passed the CFP examination in March of 2022 and am working towards receiving my license once I finish the experience requirement. Experienced in collaborating with a team and working with clients to accomplish their goals. Also an experienced Advertisement Designer with a demonstrated history of working in the Marketing & Advertising industry. Skilled in Web Design, Adobe Photoshop, IC3, Microsoft Office, and Social Media.
Experience
Financial Planning Analyst
Nov 2022 — Present · Savannah, GA, US
Education
Gordon Ford College of Business at Western Kentucky University
Bachelor of Science - BS, Financial Planning and Services with a minor in Marketing
2017 — 2021
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