Alli Whittle's Linkedin Analytics

"The word accounting comes from the word accountability. If you are going to be rich, you need to be accountable for your money." -Robert Kiyosaki About Me: 🤓 I am a Planning Associate & Staff Accountant at Cornerstone Financial Advisors. 🎓 I have a Bachelor's in Applied Business Management and a certificate in Accounting. 📜 I hold the Series 7 & 66 securities registrations. 💡 I ask a LOT of questions. I am a continual learner and thrive when people are willing to teach me. 💼 I have a strong work ethic and am driven by having a mission and specific goals. 💯 I believe in accountability both in work and in life - for myself and those I surround myself with. 💜 Honesty and integrity are ALWAYS the best policy. 🥳 I enjoy doing a good job and being recognized for it. Small wins over big victories. 🤝🏼 I love helping out my teammates--chatting, training, celebrating. Yes, yes, and yes!! 📚 I am regularly striving to be my best self and honor personal development. 🌞 I think a good attitude and gratitude can get you so much further in life. 📺 In my free time, you can often find me reading, binging TV shows, or spending time with family. 👨‍👩‍👧‍👦 I love my family. I love my work. And I LOVE that I get to enjoy both. Investment Advisor Representatives offering Securities and Advisory Services through Cetera Advisors LLC, member FINRA/SIPC. Cornerstone Financial Advisors is independent of Cetera. Cornerstone Financial Advisors 1858 E. 1st Street Idaho Falls, ID 83401 208.529.6643 [email protected]