Eva Luz-Fitzgerald
San Diego,CA
Summary
Financial professional with expertise in risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Life Insurance Advisor
Farmers Insurance Agency of Jasmine Corona
01.2025 - Current
- Life Insurance Advisor
- Licensed Insurance Agent
Financial Advisor
Northwestern Mutual
01.2025
- Financial Advisor
Boxing Coach
Xplicit Fitness
01.2023 - Current
- Boxing Coach
Financial Advisor
Linda Rodrigues (Private Client)
01.2021 - Current
- Financial Advisor
- Private personal trainer
- Personal assistant
Owner/Founder
Evolve Workouts
01.2013 - Current
- Certified Personal trainer
- Certified Nutritionist
Photographer/Social media content/Inventory
Renzullis jewelry world
01.2021 - 01.2023
- Photographer/Social media content/Inventory
Team Lead-Senior certified debt specialist
Pacific Debt Inc.
01.2016 - 01.2021
- Team Lead-Senior certified debt specialist
- Financial advisor
Certified debt specialist/financial advisor
OCCA Inc.
01.2015 - 01.2016
- Certified debt specialist/financial advisor
Bartender
The Mediterraneo
01.2014 - 01.2015
- Bartender
- Server
Menswear stylist
Fashion Stork Stylists
01.2014 - 01.2015
- Menswear stylist
Warehouse sales
OBEY
01.2013 - 01.2015
- Warehouse sales
- Promoting
- Social Media
Technical designer
Delacy
01.2010 - 01.2013
- Technical designer
- Production and project manager
Production assistant
Lipstick Prophets
01.2009 - 01.2010
- Production assistant
- Project manager
Shop manager
Ocean Beach Tattoo
01.2006 - 01.2009
- Shop manager
- Tattoo Apprentice
- Tattoo Artist
Education
Certificate of Technical Studies - Health & Fitness course & certification
Equinox Academy
Santa Monica, CA01.2014
Associate of Arts - merchandise product development
FIDM (The Fashion Institute of Design And Merchandising)
Los Angeles, CA01.2013
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Critical thinking
- Financial advising
- Debt management
- Sales and marketing
- Attention to detail
- Wealth management
- Client relations
- Decision-making
- Verbal and written communication
- Multitasking and organization
- Insurance product knowledge
- Time management
- Problem-solving
- Financial planning
- Stress management
- Conflict resolution
- Customer service
Certification
- 2015 - CMA Certification/Certified debt specialist
- 2021 - CPR certified
- 2021/2022 - NASM certified personal trainer
- 2021/2022 - NASM certified nutritionist
- 2025 - Accident License
- Life & Health License with code & ethics
Timeline
Life Insurance Advisor
Farmers Insurance Agency of Jasmine Corona
01.2025 - Current
Financial Advisor
Northwestern Mutual
01.2025
Boxing Coach
Xplicit Fitness
01.2023 - Current
Financial Advisor
Linda Rodrigues (Private Client)
01.2021 - Current
Photographer/Social media content/Inventory
Renzullis jewelry world
01.2021 - 01.2023
Team Lead-Senior certified debt specialist
Pacific Debt Inc.
01.2016 - 01.2021
Certified debt specialist/financial advisor
OCCA Inc.
01.2015 - 01.2016
Bartender
The Mediterraneo
01.2014 - 01.2015
Menswear stylist
Fashion Stork Stylists
01.2014 - 01.2015
Owner/Founder
Evolve Workouts
01.2013 - Current
Warehouse sales
OBEY
01.2013 - 01.2015
Technical designer
Delacy
01.2010 - 01.2013
Production assistant
Lipstick Prophets
01.2009 - 01.2010
Shop manager
Ocean Beach Tattoo
01.2006 - 01.2009
Certificate of Technical Studies - Health & Fitness course & certification
Equinox Academy
Associate of Arts - merchandise product development
FIDM (The Fashion Institute of Design And Merchandising)