Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA episode artwork

EPISODE · Jun 11, 2020 · 27 MIN

Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA

from CFA Society Chicago

CFA Society Chicago member Brett Bina, CFA, CAIA chats with Matthew Kocanda, CFP® of Balasa Dinverno Foltz LLC (BDF) on managing your personal finances like a business. Connect with Brett on LinkedIn @ brett-bina Connect with Matt on LinkedIn @ matthew-kocanda For more episodes go to www.cfachicago.org/podcasts

Episode metadata supplied by the publisher feed · Published Jun 11, 2020

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Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA

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