Violet immigrated to the United States in 2002 from Poland and lives in Stamford. She is a graduate of Borough of Manhattan Community College with an Associate's Degree in Business Administration. With her background in customer service, gleaned from several years' experience with a high profile law firm, she joined the Asset Management Group team in 2008. As an Administrative Assistant, she was responsible for daily administration and management assignments. After receiving her Registered Paraplanner (RP) designation from the College for Financial Planning in 2010, she was promoted to Client Services Coordinator and started to assist in the design and implementation of the firm's clients' financial plans. In 2012 Violet was promoted to Executive Director, where she assumed additional management functions and added estate administration responsibilities to her portfolio. Violet is licensed to provide guidance to the firm's clients in the areas of life, disability and health insurance. She specializes in disability insurance for individuals and small businesses. In addition to her management and financial planning duties, Violet continues to work toward her Certified Financial Planner designation. Her interests include architecture, mastering English slang, travel, and shoes. When not focusing on the Firm's clients she spends as much time as possible with her family.
A financial paraplanner is a professional who works in a financial planning firm and provides support to financial planners in creating and implementing financial plans for clients. They work closely with financial planners to gather and analyze client data, develop financial planning strategies, and prepare client reports and presentations.
The specific responsibilities of a financial paraplanner may vary depending on the financial planning firm, but they typically include:
• Conducting research and analysis to help financial planners develop comprehensive financial plans for clients
• Preparing client reports and presentations, including financial statements, investment performance reports, and retirement projections
• Reviewing client accounts and portfolios to ensure that they align with the client's financial goals and objectives
• Collaborating with financial planners to develop investment strategies and recommend appropriate investment products
• Assisting with the implementation of financial plans and investment recommendations
• Providing excellent customer service to clients by responding to their inquiries and requests in a timely and professional manner.
In general, a financial paraplanner plays a critical role in supporting financial planners in the creation and implementation of financial plans for clients. They help to ensure that clients receive comprehensive and personalized financial planning services and support the growth and success of the financial planning firm.