Cs

Cfp® Bianca san

Financial Planning Specialist at Cassaday & Company

Bianca San, CFP® is a Financial Planning Specialist at Cassaday & Company, Inc. Bianca previously held roles at AMJ Financial Wealth Management, starting as a Wealth Management Intern and progressing to roles such as Associate Wealth Advisor and Senior Paraplanner. Bianca also gained experience as an Intern at Gates Hudson, where Bianca conducted apartment tours, organized office tasks, and contributed to a 1.2% occupancy rate increase. Bianca holds a Bachelor's Degree in Finance with a focus on Financial Planning from Virginia Tech.

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Timeline

  • Financial Planning Specialist

    February 1, 2024 - present

  • Paraplanner

    February, 2023

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