Nicholas Gomes

Financial Planning Analyst @Hawekotte Financial Group

Brea, CA, US
MOBILE NUMBERS
+17•••••••77

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WORK HISTORY

Jan 2024 — Present

Financial Planning Analyst @Hawekotte Financial Group

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Fullerton, CA, US

Supports senior advisor in planning and investment management for clients-Builds financial plans that implements the investment strategy to put clients on the best possible path to achieve their unique financial goals and help them make informed decisionsSecurities offered through Commonwealth Financial Network®, member / Hawekotte Financial Group, 2248 N. State College Blvd, Fullerton, CA 92••••••••21. Review our Terms of Use:

EDUCATION

2014 — 2018

California State University, Fullerton

Bachelor's Degree, Finance and Financial Management Services

2010 — 2014

El Dorado High School

High School, General Education

SKILLS

Project ManagementCustomer SatisfactionMicrosoft WordPowerpointMicrosoft ExcelData EntryTime ManagementLeadershipValuationRetailCommunicationManagementMicrosoft OfficeSalesData AnalysisCustomer Service

ABOUT NICHOLAS GOMES

CERTIFIED FINANCIAL PLANNER™ professional helping clients achieve financial clarity…

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