Riley Lipinski
Hastings,MN
Summary
Financial Planning Student at the University of Wisconsin-La Crosse, excited to start my career helping people make confident decisions about their money. Future goals include becoming a Certified Financial Planner (CFP) and using what I learn to make a real difference in people's lives.
Overview
4
4
years of professional experience
Work History
Externship Alumni
Amplified Planning
Virtual, Remote
06.2025 - 08.2025
- Completed eight-week virtual internship, developing practical financial planning skills for diverse client scenarios.
- Crafted comprehensive financial plans, aligning strategies with specific client needs and objectives to enhance outcomes.
- Gained insights by actively observing and analyzing real client meetings, contributing to a deeper understanding of client interactions.
- Earned 500 CFP® Board Standard Pathway Experience Hours
- Gained hands-on experience with tools like eMoney, Asset-Map, and more
Summer Classroom Lead
Hastings Public Schools - ISD 200
Hastings, Minnesota
06.2023 - 08.2025
- Lead Classrooms of up to 30 kindergarten through 2nd-grade students.
- Planned and created weekly learning curriculum
- Supervised daily activities and ensured student safety throughout the program.
- Communicated effectively with parents regarding camper experiences and needs.
- Led and managed 5 employees
Produce Clerk
Coborn's Superstore
Hastings, Minnesota
06.2021 - 05.2022
- Stocked fresh produce shelves and maintained product displays.
- Assisted customers with produce selection and provided product information.
- Implemented safety protocols for food handling and storage practices.
- Received and stocked incoming produce shipments.
Education
Bachelor of Science - Finance: Personal Financial Planning
University of Wisconsin, La Crosse
La Crosse, WI05-2026
Skills
- Financial planning
- eMoney
- Money Guide Pro
- Morningstar
- Redtail
- Project management
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Problem solving
- Conflict resolution
- Excellent communication
Timeline
Externship Alumni
Amplified Planning
06.2025 - 08.2025
Summer Classroom Lead
Hastings Public Schools - ISD 200
06.2023 - 08.2025
Produce Clerk
Coborn's Superstore
06.2021 - 05.2022
Bachelor of Science - Finance: Personal Financial Planning
University of Wisconsin, La Crosse