Chase Sterling

Strategic Financial Planner recognized for high productivity and efficiency in meeting client needs/goals. Expertise in budget management, investment strategy formulation, and financial forecasting. Strong communication and problem-solving skills facilitate effective collaboration with clients to meet financial objectives.

Aspiring financial planner with a solid foundation in business administration and a proven track record in client-facing roles. Skilled at building strong relationships, communicating complex information clearly, and maintaining a high standard of professionalism and service. Eager to apply academic knowledge and hands-on experience in a collaborative financial planning environment to help clients achieve long-term financial goals.

• Maintain a 4.0 GPA in my respective college courses as a full time student, while also working 4-5 days a week with a consistent and positive attitude.
• Graduated with honors
• Member of the finance club at San Diego State University
• Participated in multiple community events including farmers markets, volunteer work, community service, and charity events