How and Why to Prepare for the Unexpected in Life
Money Circle
English - September 13, 2021 09:00 - 37 minutes - 34.3 MB - ★★★★★ - 28 ratingsSelf-Improvement Education Society & Culture coaching feminism financial coach financial literacy financial security money women financial feminism financial health money circle Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Robin is resolute in her belief that individuals and their families deserve a deeper approach to wealth management. Particularly during periods of transition (retirement, loss of a spouse, inheritance, divorce, sale of a business) when life and money decisions are complicated. As a CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Transitionist®, and a Registered Life Planner, Robin has the expertise on both the technical and personal sides of money to help clients successfully navigate life changes, make confident decisions and achieve a higher sense of personal and financial well-being.
Robin has almost 30 years of experience helping clients manage their wealth. Before joining Northstar as a partner in 2004, Robin's professional career included 15 years at several prestigious financial firms and real estate management companies in Boston, including Boston Properties, LLC and The Colony Group. There, she advised C-level executives at several Fortune 500 corporations, including Unum Provident, EMC and IBM.
In 2008, Robin assumed the helm at Northstar Financial Planning and her work in helping women in transition gained attention. Robin believes that women deserve a better experience in working with a financial advisor and she and her team have focused considerable energy in delivering this experience. You can also find Robin as a fiduciary financial advisor on Wealthramp, a female-founded referral service that takes the stress out of finding the right advisor.
Read more here: https://www.northstarfp.com/who-we-are/meet-the-team.html
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To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.
The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.