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About Brenda Coyle - C3 Financial Strategies

About C3 Financial Strategies

Brenda Coyle

Financial Strategist

During my career, I have continually brought a strong work ethic, a great desire to learn and the flexibility necessary to adapt to the ever changing work environment. These tools have enabled me to successfully complete many complex projects simultaneously, to manage financial issues, to improve productivity and deliver a quality product while maintaining a high level of client satisfaction. To this day I still conduct a lessons learned exercise at the end of a project. What went well? Where could we have made improvement? How will we change the process to increase efficiency? Professional exposure and experience won’t get you far without achievement!

I decided it was time to make a significant paradigm shift and start making my money work for me rather than simply working for money. My career as a Financial Planner began with this change in philosophy. I have earned The American College Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP) designations. I have passed the Series 65 FINRA Securities exam. I hold a Life, Accident and Health Insurance license from the California Department of Insurance. I will always remain committed to expanding my education.

Ariana McDonald

Financial Advisor

I started in the Financial Industry with a great interest in helping others and learning more. I quickly moved from an administrative assistant to a Financial Advisor, obtaining my Series 65 licensing and Life, Accident and Health Insurance license from the California Department of Insurance. I am well versed in different insurance products and can quickly help clients to find the right plans for their specific needs.

An avid networker, I am involved in multiple networking organizations. I am on the Leadership team for a BNI group. I am a member of the Simi Valley Chamber of Commerce, an Ambassador and proud graduate of the Leadership Simi Valley Class of 2019.