YVETTE HEREDIA
Insurance Specialist / Real Estate Licensed Yvette Heredia is a Dual-Licensed agent in Life Insurance and Real Estate. She is a 2002 UCLA graduate in Sociology with a minor in Policy Studies. Also, a UCLA graduate 2005, with a Master’s degree in Social Work (MSW) and concentration in Gerontology. She is also an alumni at Norco College majoring in Business Administration. Yvette is experienced in both the nonprofit and for-profit service sector. Her diverse background allows her to work effectively in any type of setting while effectively tackling any challenges that may arise. She chose a social work profession because she is passionate to help others regardless of their socio-economic and diverse backgrounds. She left the nonprofit sector because she saw the lack of quality financial planning among women and the Latino/a community. She hopes to inspire others regardless of their financial situation to become financially independent and realize their dreams through successful financial planning. She is a bilingual Spanish speaker. |
Oakhills Financial Services4590 MacArthur Blvd, Ste. #500
Newport Beach Ca 92606 P: (562) 665-1247 F: (562) 309-8183 [email protected] Registered Representative of and Securities products offered through Capital Synergy Partners, Member FINRA/SIPC 2860 Michelle Drive, Suite 150, Irvine, CA 92606. Phone: (888) 277-1974 Oakhills Financial Services and Capital Synergy Partners are Unaffiliated Entities |