Steven Fox, CFP®, founded his fee-only financial planning firm, Next Gen Financial Planning, in 2016. As a business owner, Steven has learned to serve a wide range of millennial clients. He practices on a unique model of wealth management that focuses on managing student loans, getting started with investing, and more.
In this week’s unique episode of #YAFPNW, Hannah Moore, CFP® steps into the hot seat and is interviewed by the one and only Rianka Dorsainvil, CFP®. Tune in to hear Hannah’s story, and to learn how she came to be so incredibly passionate about the financial planning profession.
How would we be better off if we addressed the gender equality in our profession? In this episode, we’ll be exploring this, and many other questions about how we can address the gender gap in financial planning together.
Anne McCabe Triana, CFP®, CRPC®, has been in the financial services industry for over ten years. Her experience as a financial planner in a larger firm, as well as with starting her own financial planning firm, has taught her so much about the financial planning process and about being a business owner.
Rianka Dorsainvil, CFP®, believes that everybody needs to be thinking about what they want their greatest contribution to this world to be. This idea is the cornerstone of her financial planning practice – Your Greatest Contribution – and everything she involves herself in.