Data Specialist & Service Assistant
Noemi started working with Chris and most of the team in 2012. She has a degree in Computer Business Technology, got an A+ certificate, and invested several years in learning Oracle database management. Her background in IT has been an invaluable resource as she has become our go to person for in- house support. She has taken ownership of managing our database and she has taken over some of the duties of service assistant, opening new accounts, processing distributions, and helping Chris to get ready for his Client review appointments. She is looking forward to helping CAP Financial Planning integrate new technology into the business to enhance the overall client experience. As of 2021, she took over some of the Service Assistant duties as well.
Born in Hungary, she came to the US in 1998. Her passion is computers, food, and dogs. She volunteers at the local Hungarian house in Balboa Park and also helps fostering dogs at her home in Escondido along with her husband, Josh and daughter, Bianca. She frequently brings and shares delicious Hungarian food with the team.