Wrigley Stevens
Finance Major at the University of Alabama Culverhouse College of Business | Founder of Finance U newsletter
- Role
- Financial Planning Extern at Amplified Planning
- Location
- Marietta, GA, US
- LinkedIn followers
- 500 followers
About Wrigley Stevens
I’m a 3rd year student at The University of Georgia, pursing a BS in Finance. I have…
Experience
Financial Planning Extern
Apr 2025 — Present
Gain direct exposure to live client meetings led by CFP professionals, covering discovery, data analysis, and personalized recommendations.• Build and present comprehensive financial plans addressing retirement strategies, tax optimization, estate planning, risk management, and investment solutions.• Strengthen client communication, critical thinking, and analytical skills through hands-on case studies based on real client scenarios.
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