Liset Kim is a CFP candidate with a background in wealth management and client service. They have held various roles at Schwab Advisor Services from 2022 to 2024, including Client Insight Program Strategy Manager and Senior Relationship Specialist. Currently, Liset serves as a Senior Wealth Client Management Consultant at CAPTRUST, having started in 2024. Liset earned a Bachelor of Arts degree from the University of Central Florida in 2013.
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