Minas Bekerejian
Private Wealth Manager at Creative Planning, LLC
- Role
- Private Wealth Manager at Creative Planning
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Minas Bekerejian
Whatever your personal goals may be, I will work with you to develop a customized…
Experience
Private Wealth Manager
Oct 2025 — Present
Education
University of California, Berkeley
Bachelor's Degree
2012 — 2014
Skills
- Training
- Sales
- Html
- Insurance
- Microsoft Excel
- English
- Leadership
- Process Improvement
- Financial Services
- Microsoft Word
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