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Ursula Auger, Cfa, Cfp
Financial expert specializing in asset allocation and wealth management.
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Location
Delray Beach, Florida, United States, US
Languages
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Spanish Native or bilingual proficiency
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English Native or bilingual proficiency
Skills
- Asset Allocation
- Wealth Management
- High Net Worth Individuals
- Financial Planning
- Microsoft Office
- Show all
Bio
Generated by
Topline AI
Ursula Auger is a seasoned financial expert with expertise in asset allocation, wealth management, and high net worth individuals. She holds certifications from the CFP Board, CFA Institute, and Financial Industry Regulatory Authority, and is proficient in Spanish and English.
Credentials
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CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardMar, 2009- Apr, 2026 -
Chartered Financial Analyst (CFA) charterholder
CFA InstituteSep, 2006- Apr, 2026 -
Series 63
Financial Industry Regulatory AuthorityDec, 1999- Apr, 2026 -
Series 7
Financial Industry Regulatory AuthorityDec, 1999- Apr, 2026
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Industry Focus. “Financial Advisory and Consulting”
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