You're A Financial Planner; Now What?
Episode 2 – Roger Whitney
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:30:50
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Sinopse
In this podcast we continue our discussion about financial planning designations with Roger Whitney, CFP®, CIMA®, CPWA®, AIF®. Roger is a partner at WWK Wealth Advisors and publishes the Retirement Answer Man Blog and Podcast. Roger’s pursuit of his designations was born of a desire to be the smartest person in the room when advising clients. […]
