Joining Pettinelli Financial Partners after graduating from North Carolina State University, Briana Bowker is a paraplanner working with the teams of financial advisors at the firm. She earned her Bachelor of Science degree in Business Administration with a concentration in Finance and minors in French and International Studies. In addition, she had the opportunity to study abroad at L’Universite Catholique de Lille focusing on expanding her fluency in French and her understanding of art and society in France.
As a paraplanner, Briana assists advisors with the financial planning process through case preparations, scheduling client meetings, and strengthening client relationships with continuous outreach and follow up. “I find working with the advisors to help clients plan for their financial goals challenging and rewarding.” She has received her FINRA Series 7 license, is studying for her California Insurance license and is looking forward to studying for her CERTIFIED FINANCIAL PLANNER™ certification and her Behavioral Financial Advice certificate.
In her spare time, Briana, a native to the Bay area and living in Campbell, follows the major local sports teams and her alma mater’s football and basketball teams. She loves to play sports herself, softball being a favorite and she enjoys all sorts of outdoor activities especially hiking.