DP

Dhanise Pagulayan

Private Wealth Manager at Creative Planning

Dhanise Pagulayan, CFP® , Private Wealth Manager at Creative Planning, has experience as a Financial Advisor and Associate Advisor at Allworth Financial. Prior to that, Pagulayan worked as a Shift Supervisor at Starbucks and served as the Vice President of Finance at Gamma Iota Sigma. Additionally, Pagulayan volunteered as a VITA/TCE Tax Volunteer and worked as a Security Analyst at California State University-Sacramento, managing $600,000 worth of securities. Pagulayan holds a BS in Financial Planning and Services, Risk Management & Insurance from Sacramento State College of Business Administration.

Links

Previous companies

California State University, Sacramento logo
Starbucks logo

Org chart