Rochelle Grey
Trust and Estate planning advisor.
- Role
- Ramsey Preferred Coach at Ramsey Solutions
- Location
- Reading, PA, US
- LinkedIn followers
- 500 followers
About Rochelle Grey
With many years of experience in the wealth management industry as a CERTIFIED FINANCIAL PLANNER (CFP)and a Certified Trust and Financial Advisor (CTFA) I\'m creating \"Empower your Wallet\", a financial coaching company that helps women create financial confidence and independence.My mission is to help my clients achieve their financial goals and live their Oola life, which is a balanced and fulfilled life in seven key areas: fitness, finance, family, field, faith, friends, and fun.
Experience
Ramsey Preferred Coach
Jan 2024 — Present
Empower Your Wallet, Transform Your Future. Create Financial Confidence.
Education
Lehigh University College of Business
Master of Business Administration - MBA, Business Management
Alvernia University
Bachelor of Arts - BA, Business Managament
Shippensburg University of Pennsylvania
Computer Science
Skills
- Asset Allocation
- Estate Planning
- Strategic Financial Planning
- Investments
- Insurance
- Employee Benefits
- Finance
- Financial Advisory
- Marketing
- Leadership
- Personal Financial Planning
- Private Banking
- Retirement
- Retirement Planning
- Sales
- Small Business
- Wealth
- Wealth Management Services
- Wealth Management
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