Haley Shirley is a Budget Analyst Supervisor at Janus of Santa Cruz, with experience as an Investment Consultant at Sage Stone Wealth Management. Haley graduated from the University of San Diego with a BBA in Finance & Business Economics, along with minors in Spanish and International Business. Haley has a strong background in ethical investing, client service, and financial analysis, with a focus on aligning investment portfolios with client objectives and values. Haley demonstrates attention to detail, confidentiality, and collaboration with professionals in various fields to provide comprehensive financial solutions.
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