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Upheaval, Values, and Adaptability in the Profession
You're a Financial Planner, Now What?
English - April 27, 2021 09:00 - 39.6 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Marina Hernández, EA, CFP®, CEPA™, is the co-founder of Swiss American Wealth Advisors. She also works through The Crossborder Planner and Crossborder Academy to provide U.S. expats and immigrants with free financial education and planning. Marina spoke with Matt Fizell, CFP®, about forging your career path in an unpredictable world, and the interesting tax and financial planning needs of Americans living overseas. Hear more of Marina’s thoughts by listening to the episode — including how planners, firms, and the next generation can create meaningful diversity and inclusion in the profession.