May 24, 2023
On this episode of the Wicked Pissah Podcast we speak with
Brooklyn Brock, founder of Ellevate Advisors. Brooklyn is a
Certified Financial Planner™ practitioner who provides financial
planning services to a unique set of clients – other financial
planners. Brooklyn is also a Certified Exit Planning Advisor and
works...
May 16, 2023
We are joined by Ginnie Baker, CFP®, Partner of Beaird Harris Wealth Management and head of the FPA® Advisory Council, to discuss what the role of the Advisory Council is, its importance, and how it’s impacting the Financial Planning Association® going forward.
May 9, 2023
On this episode we are joined by our fellow FPA of New England member, Rick Fingerman, CFP®, CDFA®, CCPS™. Rick is the Managing Partner and Co-Founder of Financial Planning Solutions where he helps create Financial Wellness for Widowed or Divorced Women™ and works to empower clients that are seeking a more secure...