Avel Deleon

Background

About Avel Deleon

I am currently pursuing finishing up the CFP curriculum at Pepperdine University, where I am learning the essential skills and knowledge to become a Certified Financial Planner. I have completed the Externship program with the Financial Planning Association, where I gained hands-on experience in constructing investment portfolios, analyzing insurance policies, evaluating tax implications, modeling retirement scenarios, and developing estate plans. I am also certified in eMoney, a leading financial planning software. My motivation to become a financial planner stems from my personal and cultural background, as I want to provide sound financial advice to the Latino community and other people who face financial challenges and opportunities. I am passionate about empowering my clients with financial literacy and peace of mind. I have excellent communication, critical thinking, and attention to detail skills, which enable me to deliver high-quality service and results.