Featured Guest: Patti Brennan

from The Authority Company · host Joe Pardavila

Patti Brennan, the President and CEO of Key Financial, joins us this week on ForbesBook Radio. Her wealth management firm provides clients with personalized financial plans with multiple scenarios, stress tests and what if's. Patti and Key Financial have garnered recognition by Forbes, The Financial Times and Barron's as one of the Top Advisors in America year after year for over a decade.

Episode metadata supplied by the publisher feed · Published Mar 25, 2020

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Featured Guest: Patti Brennan

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