KATHLEEN TALAMAYAN
San Diego
Summary
Motivated and detail-oriented professional with a proven track record in the financial services industry. Possesses exceptional interpersonal, analytical, and organizational skills. Seeking a financial planning or administrative role at a firm that emphasizes developing long-term client relationships and helping clients and advisors in achieving their objectives.
Overview
6
6
years of professional experience
Work History
Paraplanner
West Coast Wealth Strategies
01.2025 - Current
- Lead client data gathering and analysis by conducting data gathering meetings for new and existing clients, assessing financial goals, and inputting accurate data into financial planning software to create a strong foundation for strategic recommendations.
- Develop and analyze comprehensive financial plans, evaluating investment portfolios, cash flow, insurance coverage, tax strategies, and retirement projections to identify opportunities for optimization and risk mitigation.
- Ensure all plan recommendations align with firm and regulatory standards by meticulously preparing and submitting documentation for compliance approval.
New Business Coordinator
West Coast Wealth Strategies
08.2024 - 12.2024
- Coordinate with an advisor on potential new business and ensure client-facing documents and illustrations are prepared for meetings.
- Analyze and report to advisor on outstanding asset transfers and incoming expected revenue from pending new business.
- Ensure seamless implementation of clients' financial planning recommendations, including asset management, risk management, and tax planning, while ensuring compliance standards are met for each action item.
Paraplanner
Wealth Consulting Group
01.2022 - 08.2024
- Operated in the data gathering process to determine our client's assets, liabilities, and cash flow which assists advisors in determining the client's overall financial picture and establishing a financial plan deliverable
- Observed strategy meetings between planners and advisors in creating financial plan recommendations for clients
- Conducted client meetings by onboarding new and existing clients into our payment system and financial planning software
- Assisted in training new members in the department on operations, best practices, and software used for our financial planning services
Financial Planning Coordinator
Wealth Consulting Group
04.2020 - 12.2021
- Reviewed client's financial documents and entered into our planning software
- Onboarded clients into the software and assisted with internally managed account connections and outside investments
- Maintained our department's operations including billing and managing each financial planning engagement
Intern
Wealth Consulting Group
08.2019 - 03.2020
- Trained under financial planners to gain understanding of financial planning tools and software utilized in creating plan recommendations
- Learned how to manage multiple priorities and deliver to tight deadlines within the department which provides financial planning services to advisors in the firm
Education
Bachelor of Science - Finance
San Diego State University
01-2019
Skills
- Proficient in eMoney
- Experienced with Microsoft Office Applications
- MorningStar Reports
- Investment Asset Management
- Proficient in Insurance Illustration Tools
Timeline
Paraplanner
West Coast Wealth Strategies
01.2025 - Current
New Business Coordinator
West Coast Wealth Strategies
08.2024 - 12.2024
Paraplanner
Wealth Consulting Group
01.2022 - 08.2024
Financial Planning Coordinator
Wealth Consulting Group
04.2020 - 12.2021
Intern
Wealth Consulting Group
08.2019 - 03.2020
Bachelor of Science - Finance
San Diego State University
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