Cfp® Vicki Bauer Ricp®

Vicki Bauer, CFP®, RICP®, has a comprehensive work experience in the financial planning industry. Vicki currently holds the position of Senior Financial Planner at MissionSquare Retirement since June 2022. Prior to that, they served as the Director of Financial Planning at Northwestern Mutual from April 2013 to June 2021. Vicki also gained valuable experience as a Financial Planner at Metlife Financial Services from May 2007 to April 2010 and as a Financial Adviser at Morgan Stanley from March 2005 to May 2006. Before transitioning into the financial planning field, Vicki worked as the Vice President and Program Administrator at Hawthorne Savings, FSB from December 1994 to June 2004.

Vicki Bauer, CFP®, RICP® holds a Bachelor of Science (B.S.) degree in Business Administration and Management, General from California State Polytechnic University-Pomona. Vicki also obtained a Professional Designation in Personal Financial Planning from UCLA Extension. Additionally, they have several additional certifications including a Series 9 - General Securities Sales Supervisor - Options Module from FINRA obtained in April 2022, a Series 10 - General Securities Sales Supervisor - General Module from FINRA obtained in March 2022, a Series 63 - Uniform Securities Agent State Law from FINRA obtained in May 2003, a Series 7 - General Securities Representative from FINRA obtained in October 2002, and a Certified Financial Planner (CFP) certification from the Certified Financial Planner Board of Standards obtained in May 1999.