Kassi joins the LifePro Asset Management team with previous experience as a Client Service Representative at a large financial services firm in Irvine, Ca specializing in assets under management for high-net worth clients.
During her time there, she worked closely with financial advisors to ensure their accounts were being properly submitted and managed. She was responsible for many back office tasks such as educating clients on IRS guidelines and investment options as well as assisting with account set up and maintenance.
As a Case Manager for LifePro Asset Management, Kassi is available to answer any inquiries clients may have as they navigate their new investment account. Her goal is to serve as a resource for both investors and advisors so they can trust us with their business for years to come.
Kassi graduated from University of California, Davis with a B.A. in Psychology and a B.S. in Human Development. Before moving to San Diego, she grew up in Laguna Beach, CA where she enjoyed spending lots of time at the beach with family and friends.
