Aspiring Paraplanner - CFP-in-Progress - Client-Focused Analyst

Niku Neshati

703-***-**** • ***********@*****.*** • Falls Church, VA

PARAPLANNER / CLIENT SERVICE ASSOCIATE/FINANCIAL

PLANNING ASSOCIATE CFP® Student Series 65 Passed RIA Focus Aspiring paraplanner with hands-on financial planning experience supporting comprehensive client plans across cash flow, investments, insurance, retirement, tax, education, and estate planning. Passed the Series 65 exam, currently pursuing the CFP® designation as a career changer. Background in client-facing, compliance-driven environments requiring accuracy, documentation, and discretion. Seeking an entry-level paraplanner role within a fiduciary RIA.

SKILLS

eMoney

AssetMap

Data Accuracy

Attention to Detail

Redtail

EncoreEstate

Compliant Documentation

Research

Morningstar

Process Improvement

Organization

Relationships

FINANCIAL PLANNING EXPERIENCE

2025 Financial Planning Extern

Amplified Planning Remote 06/2025 - 09/2025

● Supported comprehensive financial planning analyses across cash flow, investments, insurance, retirement, tax, education, and estate planning

● Analyzed client financial data and prepared planning outputs using eMoney, Redtail, Morningstar, AssetMap, and EncoreEstate

● Produced planning notes and client-ready summaries, earning scores of 80% or higher on all evaluations

● Participated in training sessions with specialists in divorce planning, financial abuse, and planning for special populations

RELEVANT PROFESSIONAL EXPERIENCE

Qualified Medical Interpreter - Spanish Falls Church, VA 01/2024 – Present Freelance

● Interpreted in simultaneous mode for emergency room and behavioral health assignments within 1st month

● Recognized for accuracy, professionalism, and attention to detail in high-complexity assignments across 15+ medical specialties in consecutive and simultaneous modes Customer Account Manager Emeryville, CA 07/2021 – 10/2023 Manifest MedEx

● Managed 400+ customer accounts for ambulatories, hospitals, IPAs, ACOs, medical groups, and health systems throughout California, consistently averaging over 8.0 NPS in customer satisfaction

● Built and ran 5 weekly, monthly, and quarterly reports measuring 10 separate KPIs to measure performance

● Singlehandedly created network map of over 2,000 participants sortable by city, county, and participant type, and organization-wide data dictionary for onboarding new hires Case Investigator Lead/Supervisor Fairfax, VA 07/2020 – 07/2021 Institute for Public Health Innovation

● Led largest Fairfax County Health Department case interviewer team of 28 case investigators

● Authored trauma-informed and culturally appropriate case/contact interviewer scripts in English, Spanish, and French for organization-wide use

Social Services Case Worker/Program Manager Falls Church, VA 09/2017 – 07/2019 Tahirih Justice Center

● Managed 65% of high-needs cases for immigrant survivors of gender-based violence and their families

● Rebuilt multi-state resource database, inspiring Executive Director to seek funding for ongoing maintenance

● Developed Master referral template in English, Spanish, and French to capture all relevant data for referrals, reducing eligibility research time by 85% per referral

● Served as Social Services Program Manager on short notice, taking on government grant administration, budget, training, supervision, and high-needs case management, earning recognition from Executive Director, starting from 1st week

EDUCATION

CFP® Certificate (anticipated)06/2024 – 04/2027

Boston University Center for Professional Education M.A. in Global Affairs, George Mason University 08/2017 – 05/2018 Honors: Master’s Certificate of Merit, Dean’s List, Global Politics Fellows B.A. in Global Affairs, George Mason University 08/2014 – 05/2017 Honors: Magna Cum Laude, Phi Beta Kappa, Phi Beta Delta, Delta Alpha Pi, Dean’s List LICENSES & CERTIFICATIONS

Series 65 Uniform Investment Adviser Law Exam (Pass)02/2026 – Present FINRA on behalf of North American Securities Administrators Association (NASAA) Qualified Medical Interpreter - Spanish 01/2024 – Present ALTA Language Services

Notary Public Commission 09/2023 – 01/2027

Commonwealth of Virginia

Notary Registration Number: 8074309

VOLUNTEERING

President of the Board, DC Phi Beta Kappa – Washington, D.C.01/2024 – 01/2025

● Presided over executive board of 21 volunteers, filled 8 board vacancies in 6 months (3 in less than one week), and led the largest PBK association in the US with 235 members

● Hosted 5 annual events while preserving over 110 years of tradition, revived relationships with 10 external partners, and generated a $500 budget surplus

● Updated monthly newsletter layout and within 3 cycles, established and executed a consistent editorial schedule resulting in timely publication on the 15th of each month and consistent readership of 70-80% per issue

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