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Cindyerty123 M

Financial Education/Consultant

Occupation:

Personal Financial Advisor

Location:

Hood River, OR

Education Level:

Bachelor

Will Relocate:

No

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As a long-time financial education, I have a solid grasp of financial concepts and can effectively translate my "technical" knowledge into simple language for all kinds of audiences and groups.

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COMPANY POSITION HELD DATES WORKED

(Confidential) (Confidential) 7/2001 - Present
PHELPS CREEK PERSONAL COMPUTING (Confidential) 5/1994 - 12/2003
Hewitt Associates (Confidential) 2/1989 - 7/1990
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SCHOOL MAJOR YEAR DEGREE

INFRE Certified Retirement Counselor 2007 Specialist Degree
H&R Block Licensed Oregon Tax Preparer 2006 Specialist Degree
Peak Potentials Train the Trainer 2004 Specialist Degree
Institute of Consumer Financial Education Certified Credit Report Reviewer 2003 Specialist Degree
Financial Recovery Institute Certified Financial Recovery Counselor 2001 Specialist Degree
San Jose State University Family/Consumer Economics 1979 Bachelor Degree
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TYPE TITLE URL DESCRIPTION

Book Smart Women Finish Rich media url Describes and demonstrates basic financial skills for women.
Website Bankrate.com media url Various articles about personal finance for the consumer.

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Highlights:

MONEYSMART WOMAN™ – Hood River, Oregon Training and coaching services: “Showing Women How to Achieve Financial Independence” Principal / Workshop Trainer / Financial Coach (7/01-Present) Provide financial education, one-on-one coaching, and money management consulting services for individual clients and corporate accounts. Develop all curriculum, training, and marketing materials. ? Plan and deliver money management training classes, private / group coaching, internet radio interviews, teleclasses, and public speaking engagements / community presentations. ? Function as contract-based life coach and financial literacy consultant for Peak Potentials, one of the fastest growing coaching success companies in North America – (3/03-Present). ? Teach Financial Literacy classes through Hood River County Community Education and Columbia Gorge Community College. ? Quoted as a financial education expert in Good Housekeeping, Wall Street Sunday Edition http://online.wsj.com/article/SB115421129277721487.html, U.S. Citizens for Fair Credit Card Terms, Inc, and Tribune Company newspapers. ? AllExperts.com Money Expert (2003-2006) providing answers to member’s money questions.

Companies I like:

Hewitt Associates, Banks, Financial services companies, companies who want to offer financial education to their employees or customers

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I am well equipped to develop investment and financial education programs, teleclasses and web-based seminars to meet specific needs. I am highly capable of building rapport with participants and motivating them to succeed
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