Kiersten Easley
Financial Professional at One Pacific Financial Strategies | San Diego County, California, United States
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Kiersten Easley is a dedicated Financial Professional at One Pacific Financial Strategies, where she plays a pivotal role in delivering tailored financial solutions that support clients’ long-term wealth management and retirement planning goals. Her expertise lies in assessing clients’ unique financial needs through comprehensive prospecting and client engagement, ensuring that each strategy is customized to optimize risk management, insurance coverage, and investment portfolios. Kiersten’s ability to translate complex financial data into clear, actionable insights allows her to build trust and foster lasting relationships with clients, guiding them through the intricacies of financial planning with empathy and professionalism.
In her current role, Kiersten collaborates closely with managing partners to analyze financial reports and data visualization tools, enabling her to identify opportunities and develop strategies that align with clients’ objectives. Her proficiency in data analysis and organizational skills ensures that reports are accurate and insightful, facilitating informed decision-making. She is also adept at leveraging inbound marketing techniques to attract prospective clients, expanding the firm’s reach within the community.
Kiersten’s expertise extends to risk management, insurance solutions, and retirement planning, where her analytical skills and adaptability allow her to stay ahead of industry trends and regulatory changes. Her commitment to continuous learning and her ability to communicate complex concepts clearly make her an invaluable asset to One Pacific Financial Strategies. Whether meeting with clients or collaborating internally, Kiersten’s focus remains on providing personalized, strategic financial guidance that empowers clients to achieve their financial aspirations confidently.
Financial Professional at One Pacific Financial Strategies in October 2023 to Present
Sales Specialist at SOL PACIFIC POOL PLASTERING INC in October 2020 to September 2023
Substitute Teacher at Ramona Unified school district in September 2016 to October 2020
Project Manager (contracted) at Roskee, LLC in May 2016 to October 2020
Yoga Instructor at Atma Bodha Yoga and Self Employed in March 2006 to May 2016
Office Manager/Enrollment Specialist at Creative Worksite Solutions in September 2004 to February 2006
Enrollment Specialist at New Horizons Computer Learning Centers in July 2003 to February 2004
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State University of New York College at Potsdam, Bachelor's degree, September 1999 to September 2026
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Performance Metrics
Inbound Marketing
Training
Multitasking
Customer Advocacy
Data Analysis
Analytical Skills
Easily Adaptable
Organization Skills
Empathy
Consultations
Data Entry
Written Communication
Resolving Issues
Project Planning
Interpersonal Relationships
Risk Management
Financial Analysis
Customer Relationship Management (CRM)
Retirement Planning
Public Speaking
Microsoft Office
Research
Social Media
Lesson Planning
Customer Service
Classroom Management
Organized
Focused Execution
Teaching
Writing
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Discover more about One Pacific Financial StrategiesWhat is Kiersten Easley email address?
Email Kiersten Easley at [email protected] and [email protected]. This email is the most updated Kiersten Easley's email found in 2026.
What is Kiersten Easley phone number?
Kiersten Easley phone number is 7577694328.
How to contact Kiersten Easley?
To contact Kiersten Easley send an email to [email protected] or [email protected]. If you want to call Kiersten Easley try calling on 7577694328. (updated on March 03, 2025)
What company does Kiersten Easley work for?
Kiersten Easley works for One Pacific Financial Strategies
What is Kiersten Easley's role at One Pacific Financial Strategies?
Kiersten Easley is Financial Professional
What industry does Kiersten Easley work in?
Kiersten Easley works in the Financial Services industry.
Kiersten Easley Email Addresses
Kiersten Easley Phone Numbers
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