Financial Paraplanner
Meet Liam Strachan
Provides exceptional support to both colleagues and clients.
Key Credentials
Bachelors of Science in Finance from SDSU
Studied abroad at London Metropolitan University
Professional Designations
Securities Industry Essentials (SIE)
Multiple Bloomberg certifications
Professional Background
Liam Strachan is a Paraplanner with a Bachelor of Science in Finance, holding the Securities Industry Essentials (SIE) certification through FINRA along with multiple Bloomberg certifications. He assists in client meetings and supports the financial planning process by helping develop personalized strategies and providing analytical and organizational support to both clients and advisors. He is recognized for his professionalism, collaborative approach, and commitment to helping clients navigate important financial decisions with confidence.