Cecilia joined the Hamilton Group in 2018, bringing extensive experience in financial services. She began her career at a regional bank, gaining hands-on knowledge of branch operations and client service. She later transitioned to commercial banking as a Credit Analyst, where she evaluated financial statements and assessed the creditworthiness of mid-sized businesses. Combining her passion for client relationships with her analytical expertise, Cecilia found her ideal role at the Hamilton Group. Today, she focuses on helping clients with retirement planning, tax strategies, and estate planning.
Cecilia graduated from the University of Oregon with a degree in Business Administration. She holds Series 6, 7, 63, and 65 licenses and is a CERTIFIED FINANCIAL PLANNER® professional. Outside the office, Cecilia enjoys pickleball, salsa dancing, and traveling. She was honored with the 2022 Annual Brooks Ragen Community Service Award for her contributions as a dancer and board member of Bailadores de Bronce, a local non-profit dedicated to sharing the richness of Mexican dance and music.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.