Peiru C.
Associate Financial Advisor | Candidate for CFP® Certification
- Role
- Virtual Paraplanner at Amplified Planning
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Peiru C.
Financial Planner | Candidate for CFP® Certification | Series 65 Hi! I’m a…
Experience
Virtual Paraplanner
Nov 2021 — Present
Provided outsourced virtual paraplanning services to fee-only financial planners. Services include client onboarding, data gathering and entry, financial plan development, and other back-office support. Proficient in eMoney, MoneyGuidePro, and RightCapital.
Education
Annie Wright Schools
High School
2011 — 2015
University of Wisconsin-Madison
Bachelor of Science - BS, Economics & Personal Finance
2015 — 2019
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.