A CPA’s Leap into Financial Advising | Meet Ian Beardsley episode artwork

EPISODE · Jan 20, 2025 · 16 MIN

A CPA’s Leap into Financial Advising | Meet Ian Beardsley

from Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals · host Walkner Condon Financial Advisors

Join us in this episode of Gimme Some Truth as we welcome Ian Beardsley to the Walkner Condon Financial Advisors team! Ian shares his inspiring journey from public accounting to financial advising, highlighting his passion for helping individuals and families. Discover how his global experiences, corporate expertise, and collaborative approach are making a difference in the world of financial planning. Don't miss this engaging introduction to one of our newest team members!

Episode metadata supplied by the publisher feed · Published Jan 20, 2025

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A CPA’s Leap into Financial Advising | Meet Ian Beardsley

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