Stephisha Ycoy-Walton
Commissioned Public Speaker | Licensed Financial Advisor | Education & Policy Advocate
- Role
- Investment Advisor Representative at Primerica
- Location
- Oakland, CA, US
- LinkedIn followers
- 500 followers
About Stephisha Ycoy-Walton
I am a mother, a wife, an entrepreneur and a believer. Once a professional basketball player and now a financial professional and community builder, I find pleasure in building others. As a financial professional since 2013 and a Regional Vice President, since 2017, I have licensed 46 individuals with the department of insurance and 6 with FINRA. IT’S NOT EASY BUT IT’S WORTH IT! I focused primarily on improving and enhancing my client\'s financial future by sharing education on the subject of financial education and the way our economy works. Furthermore, I am interested in positively effecting a wider range of people; specifically scholar-athletes because I am one at heart. I am doing this by way of my nonprofit organization, Playbook Series Inc. Playbook Series Inc. is a 501(c)3 nonprofit organization geared specifically towards the advancement of scholar athletes in education and career based environments. We bridge the gap via our Leadership Development curriculum, 1-on-1 Mentorship Match, Financial Literacy (FAFSA, student loans, college savings) and Skills & Drills Training. Our FinLit pilot program will run 20••••25.
Experience
Investment Advisor Representative
Sep 2013 — Present · Riverside, CA, US
As a Primerica Investment Advisor partnered with Franklin Templeton, I provide personalized financial guidance, leveraging Franklin Templeton\'s extensive investment expertise. This partnership allows me to offer a wide range of tailored investment products and strategies designed to meet your unique financial goals. Together, we focus on empowering you to achieve long-term financial success with comprehensive, client-centered solutions.
Education
St. Joseph's Center
Certificate of Completion, Web Development and Web Design
2019 — 2019
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Kinesiology and Exercise Science
2007 — 2012
The University of Arizona Global Campus
Forbes School of Business, Master of Business Administration - MBA Finance
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