Samantha Mockford, CFP®, AFC®
Paraplanner at Citrine Capital- Claim this Profile
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Topline Score
Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™
CFP BoardAug, 2023- Sep, 2024 -
Series 65
NASAAApr, 2023- Sep, 2024 -
Accredited Financial Counselor®
AFCPE® (Association for Financial Counseling and Planning Education®)
Experience
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Citrine Capital
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Malaysia
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Paraplanner
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Jan 2023 - Present
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SYMPHONY FINANCIAL PLANNING, LLC
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United States
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Investment Banking
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1 - 100 Employee
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Paraplanner
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Sep 2021 - Jan 2023
Help planners and clients in a fee-only firm Collect documents, enter data into eMoney, generate reports Help clients and planners identify goals and planning opportunities Write meeting agendas and execute post-meeting tasks Develop investment recommendations Develop cash flow plans Open and manage accounts with TD Ameritrade Help planners and clients in a fee-only firm Collect documents, enter data into eMoney, generate reports Help clients and planners identify goals and planning opportunities Write meeting agendas and execute post-meeting tasks Develop investment recommendations Develop cash flow plans Open and manage accounts with TD Ameritrade
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Cru
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South Africa
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Software Development
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Field Staff
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Apr 2007 - Sep 2021
I train students to be relational, influential leaders. I train students to be relational, influential leaders.
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Education
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2003 - 2007
University of California, Davis
Bachelor of Science - BS, Business/Managerial Economics -
2020 - 2021
UC Berkeley Extension
CFP
Community
