Whitney Massey
Wealth Advisor Certified 401(K) Professional @Windes Wealth Management
Newport Beach, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Nov 2023 — Present
Wealth Advisor Certified 401(K) Professional @Windes Wealth Management
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Newport Beach, CA, US
Windes Wealth Management is an independent, fee-based financial planning and wealth management firm owned by Windes Inc, operating under Integrated Partners ADV
EDUCATION
2008 — 2012
Radford University
Bachelors of Business Administration, Finance
2018 — 2018
Landmark Education
Landmark Forum, Landmark Advanced Course
N/A
UCLA Anderson School of Management
C(k)P® Certified 401(k) Professional
SKILLS
TeamworkOutlookMicrosoft WordPowerpointMicrosoft ExcelSocial MediaFinancial AnalysisInvestmentsData EntryFinanceTime ManagementAccessLeadershipFacebookMarketingProject PlanningInsuranceSocial NetworkingMicrosoft OfficeSalesData AnalysisCustomer Service
ABOUT WHITNEY MASSEY
A Wealth Advisor with both The Reserve Investments and Windes Wealth Management, Whitney…
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