Rhonda serves clients as a Senior Financial Consultant with CB Financial Services and is a Certified Financial Planner focusing her experience on wealth management.Rhonda makes a priority of understanding her clients complete financial picture when developing their wealth management plan. Because each clients goals and objectives are different, each plan must be uniquely designed to achieve the goals and dreams her clients envision. She believes it is important to pursue a long-term approach to investing, as well as a long term relationship between client and advisor.Rhonda is a graduate of the University of Washington with a Bachelor of Arts Degree in Business Administration. After graduation, she passed the exam to become a Certified Public Accountant. In 2003 she earned her Certified Financial Planner designation, and continues to invest in her professional development through ongoing educational seminars and events.
Like what you see? Make sure you're getting it all
Get news and analysis for wirehouse and regional broker-dealer advisors