Jaisy Prem, CFP®, MBA

Jaisy Prem, CFP®, MBA has worked in a variety of roles in the financial industry since 2002. In 2002, they were the Head of Marketing at Aptech Computer Education and a Marketing Research Analyst at MAP IT Consulting in Jakarta, Indonesia. In 2004, they were an Assistant Advisor at Golden Gate University. From 2005 to 2007, they worked as a Financial Analyst at KLA-Tencor and Community Medical Centers. From 2011 to 2013, they were an Operations Manager at Cisco. From 2013 to 2016, they were an Independent Finance Professional and from 2016 to 2019, they were a Financial Advisor at Principal Financial Group. Since 2019, they have been a CERTIFIED FINANCIAL PLANNER\u2122 Professional and Financial Consultant at Self-Employed. In 2021, they began working as a Planning Operations Manager at Northstar.

Jaisy Prem, CFP®, MBA holds a Bachelor of Commerce (BCom) degree in Information Systems and Marketing, which they obtained from The University of Auckland in 2001. Jaisy then went on to earn a Master of Business Administration (MBA) from Golden Gate University in 2005. In 2019, Jaisy earned a Certificate in Financial Planning from UC Berkeley Extension. In addition to their educational qualifications, Jaisy is a Certified Financial Planner (CFP) and holds Series 66, Series 7, and Life and Health Insurance certifications from the Financial Industry Regulatory Authority (FINRA) and the California Department of Insurance.