Jessica Saunders, CFP®, CDFA®
Financial Advisor at Prosperitas Financial- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Las Vegas, Nevada, United States, US
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Credentials
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CFP® – The CERTIFIED FINANCIAL PLANNER™ certification indicates in-depth knowledge of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance and risk management.
CFP BoardAug, 2019- Oct, 2024
Experience
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Prosperitas Financial
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Aug 2023 - Present
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NobleBridge Wealth™ & Asset Management Services
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United States
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Financial Services
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1 - 100 Employee
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Senior Wealth Advisor - Managing Partner
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Jan 2023 - Aug 2023
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Registered Investment Advisor
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Oct 2020 - Feb 2023
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Vice President, Area Sales Manager
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Oct 2014 - Oct 2019
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Pf Practice Admin Manager
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Aug 2013 - Oct 2014
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Registered Client Associate
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Aug 2010 - Aug 2013
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Client Associate
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Feb 2009 - Aug 2010
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Client Associate
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Jun 2008 - Feb 2009
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Education
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2004 - 2009
California State University-Long Beach - College of Business
Bachelors of Science in Business Administration, International Business and Finance -
2006 - 2007
La Universidad Compultense de Madrid
Study Abroad Program, Geography, Spanish Linguistics, International Business and Economics, Spanish History and Literature
Community
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