Financial Paraplanner
Meet Liam Strachan
SDSU finance graduate who builds the analysis behind your plan, holding SIE and Bloomberg certifications.
Key Credentials
Bachelor of Science in Finance from San Diego State University
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.
Liam 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.