Fina joined Provence Wealth Management in June 2016 in a Client Associate capacity. She started her career in the financial services industry in 2007 after graduating cum laude from the University of California, Irvine.
Fina obtained the Para Planner designation in 2008. She has completed the Personal Planning courses in preparation to sit for the Certified Financial Planner exam. Fina holds the FINRA Series 7 with LPL Financial and the Series 66 is held with LPL Financial and Provence Registered Investment Advisors. She’s scheduled to sit for the CFP® exam in 2018.
Fina’s previous ten years of experience serving in various capacities (Para Planner, planning assistant, client services, and operations manager) at several financial planning offices have been an ideal foundation for her work as an Associate Advisor at Provence Wealth Management.
Her attention to detail, good listening skills, great empathy, teamwork and professionalism are some of the trademarks that help her provide excellent customer service and build valuable long-term relationships with clients and people in general.
Fina is a member of the Financial Planning Association of Orange County and former volunteer. She received both the NAPFA Student Scholarship in May 2010 and the Ameritrade Conference Scholarship in January 2013.
Fina is married and lives in Aliso Viejo with her husband Stephen, daughter Sofia and dog Mia. She enjoys outdoor activities, travel, cooking, good food and a good glass of wine. Habla con fluidez el Español.
Getting to know Fina
Favorite quote: “Strive not to be a success, but rather to be of value”. –Albert Einstein
Best piece of financial advice (from The Millionaire Next Door): Charity starts at home.
Favorite Holiday: Anytime I get together with my family and friends.
Favorite Outdoor Activities: trail walking and hiking.
If Fina could meet anyone, past or present, it would be: Eleanor Roosevelt, Billy Holiday, Amy Poehler and Warren Buffet.
What motivates Fina: Growth through Self-Improvement. Discovering unique ways to improve my and other people’s lives.
Some of the things in Fina’s bucket list: world travel, ocean swimming and running at least one marathon