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Brenna Allsopp, CFP®, MSFP, RICP®

Brenna Allsopp, CFP®, MSFP, RICP®

Student

Followers of Brenna Allsopp, CFP®, MSFP, RICP®295 followers
location of Brenna Allsopp, CFP®, MSFP, RICP®Fairfax County, Virginia, United States

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  • Timeline

  • About me

    Financial Planning Coordinator at Burney Wealth Management

  • Education

    • The American College of Financial Services

      2022 - 2023
      Master of Science - MS Financial Planning with a Concentration in Retirement Planning

    • George Mason University

      2015 - 2018

  • Experience

    • George Mason University

      Jan 2015 - May 2018
      Student

    • ZERO - The End of Prostate Cancer

      May 2017 - Aug 2017
      Marketing Communications Intern

      • Worked in the marketing department of ZERO, the leading national nonprofit advocacy group for prostate cancer survivors and research. • Improved SEO of website by adjusting meta-descriptions in WordPress. • Strategized and planned social media campaigns, such as “Do It for Dad” during the month of June, and analyzed metrics of social engagement via Google Analytics. • Wrote series of blog posts, called “ZERO Heroes,” profiling prostate cancer survivors and caregivers.

    • Burney Wealth Management

      Jun 2018 - now

      • Financial Planning Coordinator

        Apr 2022 - now

      • Associate Wealth Advisor

        Jul 2020 - Apr 2022

      • Client Service Associate

        Jun 2018 - Jul 2020

  • Licenses & Certifications

    • Retirement Income Certified Professional®

      The American College of Financial Services
      Sept 2022
      View certificate certificate