AIE 42: Intelligence Pyramid with Amar Shah
Adulting Is Easy: Making Personal Finance & Real Estate Easy
English - January 19, 2021 14:22 - 26 minutes - 24.8 MB - ★★★★ - 7 ratingsSelf-Improvement Education Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In order to reach your goals and align them with your values, you first need to have a firm foundation of understanding about your finances. Amar Shah discusses the intelligence pyramid with Lauren this week.
Amar Shah is a wealth manager and business owner at Client First Capital, which he founded based on core principles of transparency, trustworthiness and thoughtful leadership. A former firefighter and engineer, Amar has a Bachelor of Science degree in computer engineering. His interest in personal finance was piqued when he worked for American Express Financial Advisors. He then worked as vice president within J.P. Morgan’s wealth management division in New York City and then spent 8 years as a senior wealth manager at USAA. Amar has earned the Chartered Financial Analyst (CFA) designation and became a CERTIFIED FINANCIAL PLANNER™ (CFP®), practitioner. Amar is coached by industry veteran Doug Lennick, the former Executive Vice President of Advice and Retail Distribution of American Express Financial Advisors and manager of a business of over 17,000 individuals.
Connect with Amar on Twitter: https://twitter.com/ClientFirstCap
Book mentioned: Financial Intelligence by Doug Lennick