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Aubrey Kuepper is a seasoned financial planning professional with expertise in business planning, entrepreneurship, strategy, and leadership. She has a strong background in public speaking, training, and marketing research. With a degree from Revelle College, UCSD, she has honed her skills in organizational development and strategic planning. Aubrey is a certified financial planning professional with inactive certifications in various fields. She is based in Carlsbad, California.

Credentials

  • CFP (inactive), Registry of Financial Planning Practioners (inactive), IAFP member (inactive), FINRA (formerly NASD) Series 3, 6, 7, 22, 63 and 65 (currently inactive). Life, Disability and P&C Agent (currently inactive)
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Education

  • 1983 - 1987
    Revelle College, UCSD

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Industry Focus. “Financial Services”

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