Helen Mize

Gestionnaire de Portefeuille-Actions chez Resource Consulting Group, Inc.

Profil

Ms. Helen Mize is a Specialist Wealth Advisor at Resource Consulting Group, Inc. She joined the firm in October 2003.
She is a member of The Financial Planning Association, allowing her to continue her professional development by attending conferences and seminars directly related to financial planning.
Her seven years of experience as an office administrator for a local CPA firm, ten years in human resources, and four years working for State Farm have been valuable training for her current role as a specialist wealth advisor.
She works closely with a select group of high-net worth financial planning clients and their children preparing, implementing, and monitoring their financial plans and managing their investment portfolios.
She also counsels other advisors and clients on Social Security and Medicare issues.
Ms. Mize received her undergraduate degree from Valencia College.

Postes actifs de Helen Mize

Sociétés	Poste	Début
Resource Consulting Group, Inc.	Gestionnaire de Portefeuille-Actions	01/10/2003

Formation de Helen Mize

Valencia College

Undergraduate Degree