1059. A Day in the Life of a Wealth Managment Advisor

Carol Fromhagen is a Wealth Management Advisor and Founding Partner of CLF Financial, LLC in Atlanta, Georgia. She focuses on helping high net worth individuals and retirees manage all aspects of their financial lives. She begins planning-based discussions around a client's financial needs, their short and long-term objectives, their time horizons, and risk tolerance. Recommendations can include investing in stocks and bonds, while also addressing wills, taxes, education funding, and business continuation.