In this episode Cat shares her incredible personal story from immigrating to the United States as a child to using her fitness and education background as the Director of Financial Wellness at Fiscal Fitness Clubs of America.
Todays’ guest is Jude Boudreaux, CFP® from Upperline Financial Planning and he is a great example of what it looks like to leverage your experience to build a successful practice from the ground up.
We continue Dave Grant’s story. Very few “success stories” are as honest, real, and refreshing as Dave’s.
Stephanie McCullough of Sofia Financial sits down with Hannah to discuss the difficulties of working with your family.
Sophia Bera joins us today to share her story on becoming the financial planner for millennials.
Who else would be so crazy to study for the CFP® and an MBA at the same time? Katie Brewer! I’m excited that she gets to share her tenacity with you today!