Financial Planning Assistant
I assist our team with managing our financial planning process from beginning to end. I help connect our team members together as we work to create your Financial Plan. My main role is to assist Marci and Victor on various projects that enhance our communication with our clients and their experience with Bair Financial Planning.
I graduated from San Diego State University in December 2019 with a bachelor's degree in International Business. Outside the office I enjoy going to the movies, concerts, and Disneyland. I also enjoy spending time with Lionel, my cat.