Deep Enrich
Elisha Mora
Administrative Assistant
829 followers
San Diego, California, United States
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About me
Helping high-income professionals maximize their equity compensation/wealth through tax-efficient strategies and client-centered financial plans
Education
California State University, Fresno
2011 - 2016Bachelor's degree Kinesiology and Exercise Science
Experience
W CPA Group
Feb 2018 - Aug 2019Administrative Assistant
Charmaine Lim Farmers Agency
Aug 2019 - Nov 2023Account manager and insurance sales producer.
Insurance Sales Producer
Aug 2020 - Nov 2023Account Manager
Aug 2019 - Nov 2023
Northwestern Mutual
Nov 2023 - nowAssociate Wealth Management Advisor to Joy Dow, CFP®, ChFC®
Sept 2024 - nowFinancial Representative
Nov 2023 - Sept 2024
Licenses & Certifications
Series 63
FINRASecurities Industry Essentials (SIE)
FINRAMar 2024Series 6
FINRA
Personal Lines Broker-Agent
California Department of InsuranceJun 2021Life and Health Insurance License
California Department of InsuranceNov 2023
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