Letitia Berbaum’s passion for finance started in elementary school when she began investing in the stock market. Years later, Letitia decided to take her passion to the next level by pursuing her B.S. in Business Administration with a concentration in Finance from California State University, Fullerton (CSUF). At CSUF, Letitia made the Dean’s list several times, was Chair for the Business Inter-Club Council, was actively involved in the Finance Association, was Vice-President of the Young Entrepreneur Society (YES), and was a member of CSUF Volunteers.
Upon graduation, Letitia was recruited by Wells Fargo Bank as a Personal Banker. At Wells Fargo, Letitia gained the financial experience to launch her career in the financial services industry and in 2010, where she acquired her insurance license. In 2011, Letitia moved to LPL Financial where she obtained her securities registrations. In 2012, Letitia joined WealthWise Financial Services to help individuals, families and businesses work towards meeting their financial goals. Working with an independent financial services firm gives Letitia access to unbiased investment options.
Her business licenses include registration as an Investment Advisor Representative with LPL Financial, Series 7, 66 (held with LPL Financial); Insurance licensed in Life, Variable Life, Health, Disability and Long Term Care. She also has the AIF designation.
Letitia is currently a member of the Financial Planning Association (FPA) and council member of the Emerging Leader United (ELU) for United Way- Orange County. Letitia is also a proud mom to her son Colin and daughter Kate and she enjoys spending time with her husband as well as traveling to new places and leading an active life.