Audrey J.

Audrey J. is a skilled financial professional currently serving as a Resident Financial Planner at Apella Wealth, where hands-on experience in client service, financial planning, and investment management is being gained through the mastery of essential financial components. Previously, Audrey held various roles including Library Reception Desk Assistant at Biola University, Assistant to Office Manager/Financial Planning Intern at Vision Wealth Inc., and Financial Planning Assistant at Perfected Wealth Management, where client data analysis was performed. Additional experience includes customer service positions at Lure Fish House and Macy's, event coordination assistance for CASI CIELO EVENTS & FLOWERS and Children Mending Hearts, and caregiving for a disabled woman. Audrey obtained a Bachelor of Business Administration from Biola University in May 2023.