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Sophie Beckmann Cpa Cfp

Over 30 years of experience in financial services in both financial and tax planning helping clients...
St Louis, Missouri, United States

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Work Experience

Charles Schwab

Wealth Advisor

2022-04-01 00:00:00 - Present

Td Ameritrade

Portfolio Consultant

2018-09-01 00:00:00 - 2022-04-01 00:00:00

Merrill Lynch

Registered Client Associate

2018-08-01 00:00:00 - 2018-09-01 00:00:00

Tiaa

Wealth Management Advisor

2017-01-01 00:00:00 - 2018-07-01 00:00:00

Scottrade

Guidance Consultant

2013-12-01 00:00:00 - 2017-01-01 00:00:00

Becker And Rosen Cpas

Tax Specialist

2012-12-01 00:00:00 - 2013-12-01 00:00:00

Self Employed Freelance Technical Writer

Freelance Technical Writer

2012-07-01 00:00:00 - 2012-12-01 00:00:00

Axius Financial

Manager - Client Services (Part-time)

2012-07-01 00:00:00 - 2012-10-01 00:00:00

Moneta

Professional Consultant

2011-06-01 00:00:00 - 2011-11-01 00:00:00

Edward Jones

Financial Assessment

2007-12-01 00:00:00 - 2011-05-01 00:00:00

Ag Edwards And Sons

Financial Planning Specialist and Associate Vice President

2000-01-01 00:00:00 - 2007-01-01 00:00:00

Mpp And Wpc

Tax Supervisor and Senior Analyst

1998-01-01 00:00:00 - 2000-01-01 00:00:00

Skills

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Languages

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