Investment Advisor Representative
Connie Waitman brings over 30 years of experience in the financial industry to Legacy Retirement Advisors. She began her career as a fixed income trader for a small boutique firm in San Diego, which is now one of the biggest independent broker dealers in the nation. Over her career she acquired 7 FINRA securities licenses. Her most recent roles in the industry were as Chief Operations Officer for two different San Diego based broker dealers. Connie is a graduate of San Diego State University and most recently completed the Advanced Certificate in Financial Planning. Connie is blessed with 3 grown children and 2 grandkids. When not working, she enjoys hiking, playing pickle ball and tennis.
Connie spends her time between the San Diego office and the Paso Robles main office.