Financial Education Advisor
Yesica is a Certified Personal Finance Counselor (CPFC®), providing one-on-one investment consultations to retirement plan participants. She earned a postgraduate degree in Management and a bachelor’s degree in International Business from the University of Medellin, Colombia. Yesica holds the Investment Adviser Representative license (series 65), and she is currently pursuing her MBA in finance at Marquette University.
*CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.