In addition to overseeing transactional details, financial calculations, such as required minimum distributions (RMDs), and assistance with planning, Arleta oversees all of the back-office support. Our clients know that they are well cared for at Advisory Group West.
Arleta is a graduate of California State University, Northridge, with a Bachelor’s of Science degree in Finance with a concentration in financial services. She is a Registered Paraplanner, RP℠, a Life Agent, and a State of California Commissioned Notary Public. Her commitment to her career shows how she is especially qualified in the areas of service our clients value.
Arleta is a very social person who enjoys the company of her friends of many years as often as she can when she is not with her family. She likes traveling and tries seeing new places as often as possible.