EPISODE · Aug 21, 2024 · 10 MIN
How I Invest: A look inside a CFP's portfolio
from Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It. · host Bonfire Financial | Brian Colvert CFP®
Have you ever wondered what is inside your CFP's portfolio? Today we are pulling the curtain back into the personal investment strategies of our founder and CEO, Brian Colvert, CFP® Join us as he shares his insights on balancing risk, asset allocation, and the importance of having a diversified portfolio, while also exploring innovative investment opportunities and the principles guiding his financial decisions. Detailed notes:https://www.bonfirefinancial.com/cfp-portfolioTo learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure/
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How I Invest: A look inside a CFP's portfolio
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