Budget Master Ann Arceo

Money Roots

English - January 05, 2022 08:00 - 26 minutes - 36.8 MB - ★★★★★ - 10 ratings
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Previous Episode: Financial Resolutions in the New Year

Next Episode: Setting Short and Long-Term Goals with Amy and Kerrie

Hello Wine and Dime listeners! We are excited to be back for 2022! And to start off the year we are going to be talking all about budgets. I couldn't think of a better guest to have on other than our own "Budget Master", Ann Arceo. Ann is a financial planner here at Rooted Planning Group and we sure are lucky to have her. Her expertise and input will surely be a benefit to anyone tuning into today!

Thanks for listening and be sure to like, rate, subscribe and share.

If you have any questions that you would like answered on the show, feel free to email us at [email protected]

Or visit us at www.rootedpg.com/podcasts for full show notes and links!

ANN ARCEO - AAMS®FINANCIAL PLANNER

I have been working in the financial planning industry for over 10 years. In my career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas, which caters to high-net-worth clientele. I worked with the firm’s president to develop a new method of training to help advisors learn to deliver technical financial plans in an easy, "plain English" format that clients would understand.

I then worked for LPL Financial, an independent broker dealer, where I earned my Series 7 & 66 securities licenses. I worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high-net-worth clients.

I also have a passion for writing, and my financial articles have been featured on Investopedia.com, a website which has 20 million unique visitors per month. I have also written for ReadyForZero.com, BudgetTracker.com, and have been quoted in articles for Forbes and U.S. News & World Report.

I live with her husband and two children in Fort Collins, CO, and we enjoy spending time with friends, hiking, and of course planning our financial future together!

THIS EPISODE WAS PRESENTED BY AMY IRVINE AND IN COLLABORATION WITH THE SENECA LAKE WINE TRAIL ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: [email protected]