Profil
Ms. Sara Kalsman is Financial Planner at Reilly Financial Advisors LLC where she serves as a Portfolio Manager and an Analyst.
Prior to joining Reilly Financial Advisors LLC in July 2013, Ms. Kalsman received her BSBA in Financial Services, with concentration in Personal Financial Planning from San Diego State University.
Ehemalige bekannte Positionen von Sara Brittany Kalsman
| Unternehmen | Position | Ende |
|---|---|---|
Reilly Financial Advisors LLC
 Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Analyst-Equity | 19.02.2016 |
Ausbildung von Sara Brittany Kalsman
| San Diego State University | Undergraduate Degree |
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| Private Unternehmen | 1 |
|---|---|
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |
