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Beverly Hills June Meeting
Tuesday, June 15, 2021, 12:00 PM - 1:30 PM PST
Category: Beverly Hills

Financial Planning for People Who Want Financial Freedom

If you've ever been curious about financial plan development and execution but weren't sure where to start, join us at BP Beverly Hills to learn about financial planning for financial freedom! We will be joined by experts Jennifer Li, Senior Financial Advisor, and Paramita Roy, Wealth Advisor who will share their insights and set you on the path toward financial success.

About the Speakers

Jennifer Li, CFP, EA, CAP, CExP is a Senior Financial Planner at EP Wealth Advisors. Her focus is on working with individuals to navigate the goals and complexities of their financial situations, from budgeting for the coming month, to long-term saving strategies for retirement. Through financial planning, Jennifer hopes to make an impact on people’s lives, exposing the potential of any given financial position, and sharing her passion along the way. Her approach centers on financial wellness, allowing individuals to feel confident in managing their hard-earned dollars, as well as motivating and empowering them to make their way through the often intimidating waters of personal finance.

She graduated with a Bachelor of Arts degree in Cello Performance from the University of California, Los Angeles (UCLA). She is an active member of Los Angeles Chapter of the Financial Planning Association (FPA) and participates annually in volunteering at the Los Angeles Public Library Financial Literacy Day to provide financial counseling to the general public. As an alumna of the local nonprofits American Youth Symphony and Young Musicians Foundation, Jennifer seeks to increase access to classical music and champions financial literacy for artists and musicians.

Paramita Roy is a Wealth Advisor at EP Wealth Advisors®. She was born and raised in The City of Joy, Kolkata in India. Paramita moved to the United States at the age of 21, and earned a Masters in Business Administration from Keller Graduate School of Management in 2007. She has been in the Financial Services industry for 13 years, with experience in being a Financial Consultant at ICM, Waddell and Reed, Fidelity Investments and TD Ameritrade prior to joining the EP Family. She is passionate about walking alongside her clients through educating and empowering them through financial advice, ultimately playing a part in helping achieving their lifegoals.

 

Time will be set aside for attendee introductions, so using the video feature throughout the meeting is encouraged. Please watch the training and read the documents on the BP ZOOM Resource Center, so you are prepared for the meeting.

Cost: Free

RSVP Here!