Financial Planning Service Assistant
Iyla assists the team with client administration and operational needs. She looks forward to continuing her education in the financial services industry and pursuing her career as a client relationship manager.
- California State University- Fullerton, BA Business with Finance Concentration
Certifications & Licenses
- Series 7 through LPL Financial
- CA Insurance License: #4095925
Areas of Specialization for Advisor Assistance
- Client Relations Management
- Account Maintenance
- Currently lives in Irvine with her dog, Josie. She enjoys walks with her dog, trying new coffee shops, and baking with her friends.