What is Rita Cfp Ea email address?

Rita Cfp Ea's primary email address is ****@destinationwm.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Rita Cfp Ea work for?

Rita Cfp Ea is a Senior Vice President- Operations, Executive Partner & Director, Planning Strategy at Destination Wealth Management, a company specializing in Monetary Authorities-Central Bank.

Where Rita Cfp Ea graduated from?

Rita Cfp Ea holds a degree in Financial Planning And Services from College of financial Planning.

How can I directly contact Rita Cfp Ea?

To contact Rita Cfp Ea directly, you can use the email address ****@destinationwm.com. Complete contact information is available upon registration with Muraena.

Who is Rita Cfp Ea?

Rita Cfp Ea is a seasoned professional in the financial services industry, currently serving as the Senior Vice President of Operations and Executive Partner at Destination Wealth Management. With over 20 years of experience, she has developed a strong expertise in asset allocation, investment management, and strategic financial planning. Rita's background includes significant roles at prestigious institutions such as Bank of America and Charles Schwab, where she honed her skills in client relations and financial consulting. She holds a CFP designation and has a solid educational foundation in financial planning and electrical engineering. Known for her emotional intelligence and leadership abilities, Rita is passionate about personal development and teamwork. Her strategic vision and operational excellence have contributed to the growth and success of her teams and organizations. Rita is also committed to mentoring the next generation of financial professionals.