#6 Building Strong Relationships with CPAs w/ Kelly Cartier, Founder, Cartier Financial
Ultra High Net Worth Clients with Chris Brodhead
English - October 10, 2023 20:07 - 26 minutes - 25 MB - ★★★★★ - 58 ratingsFilm Interviews TV & Film Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Kelly Cartier (https://www.kcartierfinancial.com/) began her career in 1997 when she joined A.G. Edwards, After becoming a branch manager and leading her team through the mergers of A.G. Edwards, Wachovia Securities and Wells Fargo Advisors, Kelly decided it was time to embark on a new path. She opened Cartier Financial in 2009 and enjoys serving her clients as a truly independent advisor. As a Certified Financial Planner TM, Kelly enjoys helping clients plan for their goals through all stages of life, while focusing on what’s most important to them.
Preferred Links:
LinkedIn: https://www.linkedin.com/in/kelly-cartier-31620032/
Website: https://www.kcartierfinancial.com/
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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
DISCLAIMER: Discussions in this show should not be construed as specific recommendations or investment advice. Always consult your investment professional before making important investment decisions. Securities operate through Cambridge Investment Research Inc, a registered broker dealer member FINRA and SIPC.