Wine and Dime Episode 34 - Welcome to the Team Kerrie Beene
Money Roots
English - September 28, 2018 18:00 - 47 minutes - 65.2 MB - ★★★★★ - 10 ratingsInvesting Business Education Self-Improvement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this Episode of Wine and Dime, I introduce a new member of Irvine Wealth Planning Strategies, Kerrie Beene. We have a nice conversation about career choices, studying for the CFP exam, college planning and of course some of our favorite wines. It was a great conversation and I know you all will love it as much as I did. Welcome to the team Kerrie!!
A little bit about Kerrie Beene…
My own personal financial journey has taught me that while their important, life is more than numbers.
Finding joy in the journey towards personal goals is key.
A smart plan with a lot of heart goes a long way to keeping daily financial decisions in line with your long term goals.
I graduated from Southeastern Oklahoma State University with a degree in Business Administration and hold a certificate in Financial Planning from Wake Forest University. I passed the CFP exam in November of 2016 and I'm currently working towards my service hours.
I began my career in financial planning by starting my own company, Beene Financial Planning. Having the desire to work as a team, I then joined Irvine Wealth Planning Strategies.
My roots in Southeast Oklahoma have given me great insight on the need for financial planning that is not just investment focused, but also on all the other financial planning decisions. I enjoy, and work best, with those who are ready to take control of their finances and use their money to fulfill their goals and dreams.
In this Episode of Wine and Dime, I introduce a new member of Irvine Wealth Planning Strategies, Kerrie Beene. We have a nice conversation about career choices, studying for the CFP exam, college planning and of course some of our favorite wines. It was a great conversation and I know you all will love it as much as I did. Welcome to the team Kerrie!!
A little bit about Kerrie Beene…
My own personal financial journey has taught me that while their important, life is more than numbers.
Finding joy in the journey towards personal goals is key.
A smart plan with a lot of heart goes a long way to keeping daily financial decisions in line with your long term goals.
I graduated from Southeastern Oklahoma State University with a degree in Business Administration and hold a certificate in Financial Planning from Wake Forest University. I passed the CFP exam in November of 2016 and I'm currently working towards my service hours.
I began my career in financial planning by starting my own company, Beene Financial Planning. Having the desire to work as a team, I then joined Irvine Wealth Planning Strategies.
My roots in Southeast Oklahoma have given me great insight on the need for financial planning that is not just investment focused, but also on all the other financial planning decisions. I enjoy, and work best, with those who are ready to take control of their finances and use their money to fulfill their goals and dreams.