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I am a 2020 Graduate from Penn State Behrend, with a BS in Finance, a BS in Economics, and a Certificate in Financial Planning. I passed the CFP exam in September 2020. I served as the secretary of the Financial Planning Association on campus. I am passionate about becoming a Financial Planner and using my knowledge of financial planning to help secure a healthy financial life for my future clients. It is my goal to help change individuals' lives for the better.
...Financial Planner at Note Advisors