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Kathleen Talamayan

Kathleen Talamayan

Financial Planning Coordinator

Financial Planning Coordinator

Bachelor of Science, Finance

I assist the team by preparing the initial stages in creating financial plans. I provide administrative assistance regarding your Personal Financial Website and provide supportive services to your advisors. I recently graduated from San Diego State University with a degree in Finance and I am eager to continue learning in the Financial Services industry. 

 In my free time, I enjoy working out and practicing yoga.