Why You Might Need A Registered Life Planner
Money Circle
English - August 30, 2021 15:00 - 38 minutes - 35.1 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
The discussion in this episode is for informational purposes only. Dana Mascalo is an investment advisor representative with TrinityPoint Wealth, an SEC Registered Investment Advisor. Information herein is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Data presented herein has been obtained from sources believed to be reliable. The speaker cannot guarantee the accuracy or completeness of such information, and certain information may have been condensed or summarized from its original source. TrinityPoint Wealth, nor its investment adviser representatives may give tax or legal advice.
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Related Links:
Kinder Institute of Life PlanningGeorge Kinder's Three Questionshttps://www.lifeplanningforyou.com/WealthrampDana's LinkedIn: https://www.linkedin.com/in/danamclaughlin1/TrinityPoint Facebook: https://www.facebook.com/trinitypointwealth/TrinityPoint LinkedIn: https://www.linkedin.com/company/trinitypointwealth/Wealthramp Facebook: https://www.facebook.com/wealthramp/Wealthramp Twitter: https://twitter.com/WealthRampWealthramp LinkedIn: https://www.linkedin.com/company/wealthramp/--
Dana R. Mascalo CFP®, RLP®, AAMS®, C(k)P® is a Managing Partner with TrinityPoint Wealth, an independent SEC Registered Investment Advisory firm in Milford, CT and Charlotte, NC. Dana advises high net worth clients with complex needs and is sought after by individuals, families, business owners and executives all over CT and the United States. Acting as their personal CFO, Dana looks at a client’s entire financial life with a visionary lens, advising on investment portfolios, retirement planning, life transitions, exit planning for business owners, customized advanced cash-flow planning and multigenerational wealth transfer strategies. You can also find Dana as a fiduciary financial advisor on Wealthramp, a female-founded referral service that takes the stress out of finding the right advisor.
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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.