Bridget is a Financial Planner who joined CIC in March of 2017. She earned a bachelor’s degree in Business majoring in Finance with a concentration in financial planning from Virginia Tech’s board-registered CFP® certification education program. Bridget holds the FINRA Series 7 and 66 licenses and has obtained her CERTIFIED FINANCIAL PLANNER™ designation.
As for her day to day responsibilities, she meets with families and individuals to help them organize their financial lives and define their life goals. Pairing her education and experience with top notch planning technology, she develops projections to help CIC clients visualize their current situation and develop an action plan for the future.
Although originally from Virginia Beach, she has fallen in love with Charlotte and is happy to call it home. Outside of the office she enjoys spending time with her friends and family, going to concerts, and cheering on the Panthers, Hornets, and her Virginia Tech Hokies.
Links to articles Bridget has contributed to this site: