CFP Wealth Planner
Company: Tarbox Family Office, Inc.
Location: Newport Beach
Posted on: May 9, 2022
Identifying issues and planning opportunities for review and
discussion with clients and clients--- advisors. Actively
participate in internal strategy discussions for clients, including
meeting debriefs. Draft summary emails following client meetings,
clarifying understandings and outlining steps for implementation.
Prepare spending analyses based on client financial goals and
gathered financial data. Actively participate in discussions on
assumptions used in cash flow modeling programs. Work with senior
advisors throughout the entire planning process Manage and monitor
client deliverables and due dates.
Keywords: Tarbox Family Office, Inc., Newport Beach , CFP Wealth Planner, Other , Newport Beach, California
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