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Bailey Misbach

Bailey Misbach

Financial Coach

Followers of Bailey Misbach317 followers
location of Bailey MisbachProvo, Utah, Estados Unidos

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  • Timeline

  • About me

    CFA Level 1 Candidate - Bachelor’s of Personal Financial Planning - two minors in Accounting and Business Management

  • Education

    • Utah Valley University

      2016 - 2021
      Bachelor's degree Financial Planning and Services

  • Experience

    • UVU Money Management Resource Center

      Jan 2019 - Jan 2020
      Financial Coach

      Helped students with basic personal financial, commonly with budgeting, improving credit, student debt and investing

    • Frandsen Morrill Advisors

      Feb 2021 - May 2021
      Financial Advisor Assistant

      Assisted advisors with client portfolios and retirement plans using different softwares including Redtail, Emoney, Cambridge, Money guide pro, and Morning star

    • COS Accounting

      May 2021 - May 2021
      Tax preper

      Prepared clients taxes for electronic filing. Included clients from various states who commonly held LLC’s

  • Licenses & Certifications

    • Commercial Driver License (CDL)

      LKL
      Sept 2017