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CFP Wealth Planner

Company: Tarbox Family Office, Inc.
Location: Newport Beach
Posted on: May 9, 2022

Job Description:

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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