Ep 05: In Yourself: Making Money Less Weird

Kristin O’Keefe Merrick Takin’ Care of Lady Business with Jennifer Justice Episode 005: Invest In Yourself: Making Money Less Weird Kristin O’Keeffe Merrick is a money expert and financial advisor at her family-run firm, O'Keeffe Financial Partners, based in Fairfield, NJ. Kristin has over 19 years of investment experience, having spent the first part of her career as currency trader, and serving most recently as Vice President at Morgan Stanley. Kristin has chosen to use her background and experience towards the empowerment of individuals, families, and small business owners in the challenging world of finance. She is especially excited to work with women entrepreneurs and executives to provide them with creative financial strategies and solutions.   Listen to this information-packed Takin’ Care of Lady Businessepisode about how to build wealth as a woman in the crazy world of finance.   Here is what to expect on this week’s show: How Kristin came to be a financial advisor at O’Keeffe Financial Partners, and why she is dedicating her professional efforts to uplifting female professionals Kristin’s three-part approach to financial advising Different ways that people manage risk assessment, and the barriers that make risks in investments more difficult for women Why more and more investors are moving away from a “wire house” model, and more towards independent financial planning A look into Kristin’s “Making Money Less Weird” project  What Kristin believes are the top three financial mistakes that she’s seen women make   Connect with Kristin: WEBSITE: https://okeeffefinancialpartners.com/ LINKEDIN: https://www.linkedin.com/in/kristin-merrick-32a1b1b7/ INSTAGRAM: https://www.instagram.com/thegirlwhosavesmoney/?hl=en     Learn more about your ad choices. Visit megaphone.fm/adchoices