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There's Only One FirstWave®

Joan Soderberg

FPQP™

Client Service Associate

CAREER HIGHLIGHTS

FirstWave Financial®

Client Service Associate

  • Support to Vice President of Client Operations working closely with our WealthCoaches™ and knowledgeable team.
  • Researches a wide range of complex issues to provide support and exceptional service custom tailored to each of our clients’ needs.
  • Coordinates and works with a network of resources from insurance, mortgage, and estate planning professionals as well as Social Security to help to ensure that our clients are well taken care of in all areas of their financial lives.
  • Assists Client Operations with new client onboarding, transfer of assets, client support documents, two-factor authentication, check requests, and wires.

 

Volk Law Offices, P.A.

  • Supported attorneys with research and assisting clients in achieving the best possible outcome with their real estate, business, and complex litigation matters.

 

Eighteenth Judicial Circuit Guardian Ad Litem Program

  • Senior Secretary
  • Aided the Executive Director and Volunteer Coordinator to assist in providing powerful and effective advocates for Florida’s abused, abandoned, and neglected children.

 

Brevard County Legal Aid, Inc.

  • Paralegal to Managing Attorney
  • Assisted the managing attorney in providing free legal assistance to low income and disadvantaged persons in Brevard County.

EDUCATION

  • University of Central Florida- BS Criminal Justice

Interested in a

Complimentary Consultation?

Recent Posts

The Greatest Gift Podcast

We kick off our Christmas series with “The Greatest Gift” with WealthCoach™ Jamie Ostrander.  It’s a Wonderful Life has some key elements that we place in every financial plan.  We start every plan with a simple yet

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Money Lessons from the Grinch

Unwrap financial wisdom this holiday season with our Christmas series podcast, “Festive Finances: Lessons from The Grinch” with WealthCoach™ & Retirement Plan Specialist Robert DeVries. Drawing inspiration from Dr. Seuss’s timeless tale, we offer 3 tips

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Marriage – Your Personal Merger

Join us today with President & WealthCoach™ Laura Chiesman, as she dives into “Marriage, Your personal merger” which promises to empower, educate, and entertain as we navigate the intricate currents of the financial world.  https://firstwavefinancial.podbean.com/e/first-waves-podcast-marriage-your-personal-merger/

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