Deep Enrich
Wesley Pingelton CFA, CFP
Financial Advisor
391 followers
Dallas, Texas, Estados Unidos
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About me
Co Founder at FullCircle Wealth
Education
Influence Ecology
-Influence Ecology
-
Oklahoma State University
1998 - 2002Bachelor of Science (BS) Finance, GeneralOklahoma State University
1998 - 2002B.A. FinanceActivities and Societies: Chartered Financial Analyst CFA Society of Dallas/Ft.Worth
Experience
The Botsford Group
Jan 2003 - Nov 2009Financial AdvisorRobinson Financial Group
Nov 2009 - Nov 2011Financial Planner
FullCircle Wealth
Nov 2011 - nowCo Founder
Licenses & Certifications
- View certificate
CFA Institute Charterholder
CFA InstituteJan 2024
- View certificate
Chartered Financial Analyst
CFA InstituteJul 2009 - View certificate
Certified Financial Planner
CFP BoardMar 2011
Languages
- enEnglish
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