As a member of the financial planning team, August spends her time working with advisors and specialist teams to ensure that every client receives an integrated, comprehensive, data-driven, and personalized financial planning service. She also assists in developing clients’ financial plans, coordinating client meetings, preparing reports and deliverables, and gathering relevant data to help clients and advisors make well-informed decisions.
Current role
Financial Planning Associate at Commonwealth Financial Group
Financial Planning Associate II at TCI Wealth Advisors
Senior Financial Planning Associate at TCI Wealth Advisors
Financial Planning Associate at Perigon Wealth Management, LLC
Financial Planning Associate at First Pacific Financial
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