• We Wish You Wealth Episode 13 - Financial Planning w/ Rob Woodard

  • 2024/03/16
  • 再生時間： 59 分
  • ポッドキャスト

We Wish You Wealth Episode 13 - Financial Planning w/ Rob Woodard

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  • In this episode we have guest speaker, Rob Woodard, 28 year CFP from Charles Scwhab join us and discuss what what the roles of a certified Financial planner are, who qualifies, how they monitor your investments and investment philosophies amongst many other topics.


    if you have a day have any questions or would like to get into contact with Rob personally, myself, Gordon Chavez, or Rubit Ramos can be contacted at the link provided below:


    TikTok.com/@dolla_sign_dani

    tiktok.com/@gordon.chavez

    tiktok.com/@rubitramos_
    続きを読む 一部表示

あらすじ・解説

In this episode we have guest speaker, Rob Woodard, 28 year CFP from Charles Scwhab join us and discuss what what the roles of a certified Financial planner are, who qualifies, how they monitor your investments and investment philosophies amongst many other topics.


if you have a day have any questions or would like to get into contact with Rob personally, myself, Gordon Chavez, or Rubit Ramos can be contacted at the link provided below:


TikTok.com/@dolla_sign_dani

tiktok.com/@gordon.chavez

tiktok.com/@rubitramos_
続きを読む 一部表示

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