Episode 17: How to Think Beyond the Transaction

In this episode of How2Buy, I speak with financial advisor Atricia Roberts, about her journey from studying abroad in Costa Rica to leading wealth management in the DC metro area. She discussed her approach to holistic financial planning, emphasizing the importance of integrating mortgage decisions with broader financial strategies. Atrica highlighted the value of long-term client relationships and personalized advice, contrasting it with the transactional nature of many financial services. She also addressed the challenges of providing bespoke financial guidance in an era of online financial influencers and the importance of seeking customized advice from qualified professionals.Mentioned in this episode:Atricia Roberts, COO & Partner, Curo Private Wealth: https://www.curoprivatewealth.com/team/atricia-j-robertsLeo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/Subscribe to the show to learn more How2Buy strategies from Leo Anzoleaga and his guests!