About
I provide my clients with the highest level of financial planning and investment…
Activity
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You always want to be nimble when it comes to forging your financial plan. Let’s explore some low-cost strategies for diversification that meet your…
You always want to be nimble when it comes to forging your financial plan. Let’s explore some low-cost strategies for diversification that meet your…
Shared by Haley Gray, AIF®
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Election years can be tricky, but my goal to keep you informed stays the same. Check out the latest market perspective of election years by Chief…
Election years can be tricky, but my goal to keep you informed stays the same. Check out the latest market perspective of election years by Chief…
Shared by Haley Gray, AIF®
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If you don’t have liquid savings on hand to fund short-term goals, learn how you may be able to sell or borrow against your investment portfolio…
If you don’t have liquid savings on hand to fund short-term goals, learn how you may be able to sell or borrow against your investment portfolio…
Shared by Haley Gray, AIF®
Experience
Education
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Licenses & Certifications
Volunteer Experience
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Risk Crisis Counselor
The Cooperative Ministry
- 6 months
Poverty Alleviation
Provided counseling and social services for clients with financial hardships
Determined how company could assist client with finances, clothing, employment, and housing -
Marketing and Fundraising
Camp Kesem
- 1 year 5 months
Children
Promoted and fundraised for an organization that allowed children whose parents have cancer the opportunity to go to camp during the summer, as well as volunteered as a counselor for the camp.
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Volunteer
Adventures In Missions
- 11 months
Assisted with business management, marketing and community events across Asia, South America, and Africa
Fundraised over $16,000 in two months through outreach and individual correspondence
Languages
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Spanish
Elementary proficiency
Organizations
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StayMarta
Business Development Advisor
-Craft and implement business development and marketing plans to reach targeted audiences Provide counsel to the CEO and COO on legality, incorporation, and contract agreements Network with potential investors and partners
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G42 Leadership Academy
Intern
-Studied operations, leadership development, business management, and finance Developed and presented mock business development and marketing plans for entrepreneurial endeavors
More activity by Haley
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It is an honor to work with Legal Counsel for Youth and Children and provide support to vulnerable youth throughout the state of Washington.
It is an honor to work with Legal Counsel for Youth and Children and provide support to vulnerable youth throughout the state of Washington.
Liked by Haley Gray, AIF®
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2019: Anya Culling ran the London Marathon (her first-ever marathon!) with a time of 4hrs 34 minutes… the 7546th woman to cross the finish…
2019: Anya Culling ran the London Marathon (her first-ever marathon!) with a time of 4hrs 34 minutes… the 7546th woman to cross the finish…
Liked by Haley Gray, AIF®
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To be clear! Terroristic threats are not protected under our 1A. Somebody please tell our media and elected officials who have never seen the…
To be clear! Terroristic threats are not protected under our 1A. Somebody please tell our media and elected officials who have never seen the…
Liked by Haley Gray, AIF®
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Tax-deferral is a key strategy in retirement planning. Let’s see how it can benefit your portfolio. https://bit.ly/48nfLYy.
Tax-deferral is a key strategy in retirement planning. Let’s see how it can benefit your portfolio. https://bit.ly/48nfLYy.
Shared by Haley Gray, AIF®
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Thinking of liquidating your assets to pay a tax obligation? Let’s see if a securities-backed line of credit can help avoid disrupting your…
Thinking of liquidating your assets to pay a tax obligation? Let’s see if a securities-backed line of credit can help avoid disrupting your…
Shared by Haley Gray, AIF®
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Does your financial plan consider these common rules of thumb? Let's ensure you're on the right path. https://lnkd.in/g2augC9H.
Does your financial plan consider these common rules of thumb? Let's ensure you're on the right path. https://lnkd.in/g2augC9H.
Shared by Haley Gray, AIF®
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The risk you may be taking when holding a large position in a single company’s stock could outweigh the benefits. Let’s talk about strategies that…
The risk you may be taking when holding a large position in a single company’s stock could outweigh the benefits. Let’s talk about strategies that…
Shared by Haley Gray, AIF®
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Having that “golden goose” stock can feel amazing, until you understand the risk implications. Let’s work together to strategize your tax…
Having that “golden goose” stock can feel amazing, until you understand the risk implications. Let’s work together to strategize your tax…
Shared by Haley Gray, AIF®
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Gifting isn’t always about giving people what they want - It could be about giving what they financially need. Let’s talk about how gifting can help…
Gifting isn’t always about giving people what they want - It could be about giving what they financially need. Let’s talk about how gifting can help…
Shared by Haley Gray, AIF®
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Better planning can help take the stress out of retirement. Let’s make sure you know about common challenges that could derail your…
Better planning can help take the stress out of retirement. Let’s make sure you know about common challenges that could derail your…
Shared by Haley Gray, AIF®
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Tax deferred assets don’t require you to pay tax on gains until withdrawn. Let’s see where you can save. https://bit.ly/3Moc5wU.
Tax deferred assets don’t require you to pay tax on gains until withdrawn. Let’s see where you can save. https://bit.ly/3Moc5wU.
Shared by Haley Gray, AIF®
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Tax-Loss Harvesting can be a useful strategy to help you reduce taxes when it’s time to file. Let’s go over professionally managed, diversified…
Tax-Loss Harvesting can be a useful strategy to help you reduce taxes when it’s time to file. Let’s go over professionally managed, diversified…
Shared by Haley Gray, AIF®
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Completing tax forms may be a chore, but doing so can unearth new financial opportunities. Let’s talk. https://bit.ly/3s9knSo.
Completing tax forms may be a chore, but doing so can unearth new financial opportunities. Let’s talk. https://bit.ly/3s9knSo.
Shared by Haley Gray, AIF®
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It can feel like a full-time job managing your wealth, especially if you have complex financial needs. Let's talk through how specialized services…
It can feel like a full-time job managing your wealth, especially if you have complex financial needs. Let's talk through how specialized services…
Shared by Haley Gray, AIF®
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