Bio: Member Marketing Associate |
Motivated & Dynamic with Experience in Sales |
B.A. of Sociology & Psychology University of California, Santa Barbara
Bio: Agatha has 30 years of experience working with multi-generational wealth. She blends disciplines as a CFP, CPWA, Executive Coach and Family Systems
Bio: Author - The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients
www.theshortbookformula.com