Apella Wealth
Audrey J. is a skilled financial professional currently serving as a Resident Financial Planner at Apella Wealth, where hands-on experience in client service, financial planning, and investment management is being gained through the mastery of essential financial components. Previously, Audrey held various roles including Library Reception Desk Assistant at Biola University, Assistant to Office Manager/Financial Planning Intern at Vision Wealth Inc., and Financial Planning Assistant at Perfected Wealth Management, where client data analysis was performed. Additional experience includes customer service positions at Lure Fish House and Macy's, event coordination assistance for CASI CIELO EVENTS & FLOWERS and Children Mending Hearts, and caregiving for a disabled woman. Audrey obtained a Bachelor of Business Administration from Biola University in May 2023.
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Apella Wealth
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Disclosure: Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.