Yordania Urena

United States of America

About Me

Aspiring Certified Financial Planner (CFP) with a passion for helping individuals achieve financial security and growth. Currently exploring opportunities in wealth management, where I can apply my skills and knowledge to guide clients toward their financial goals with strategic, personalized planning.

Information

uyordania@gmail.com

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Overview

Degree Level

Bachelor of Science (B.S.)

Graduation Date

May 2025

Desired Job

Client Associate - Wealth Management

Desired Job Type

Full Time

Skills

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Adaptability/Flexibility

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Attention to Detail

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Communication (Written & Verbal)

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Critical Thinking

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Leadership Potential

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Problem-Solving

Notable History

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