Financial Planning

An episode of the Wealthy Latina podcast, hosted by Rosa Colapietro, titled "Financial Planning " was published on July 1, 2024 and runs 22 minutes.

July 1, 2024 ·22m · Wealthy Latina

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Summary

Welcome back to another episode of Money Monday! In this episode I share some inside information about Financial Planning vs Financial Advising. I share my story as a Financial Advisor and the value I can provide to you from my background as an accountant with tax knowledge. I hope you enjoy this free information and feel free to follow me on all my social and DM me or email me. Please share! Much Love! Rosa Colapietro

Episode Description

Welcome back to another episode of Money Monday!

In this episode I share some inside information about Financial Planning vs Financial Advising. I share my story as a Financial Advisor and the value I can provide to you from my background as an accountant with tax knowledge.

I hope you enjoy this free information and feel free to follow me on all my social and DM me or email me. Please share!

Much Love!

Rosa Colapietro

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