EPISODE · Sep 7, 2023 · 31 MIN
Introducing The BamCam! (Ep. 1)
from The BamCam · host Jack Burnette, CFP® and Alison Castellano
What happens when you mix Burnette Asset Management with Castellano Asset Management? You get the BamCam! Jack Burnette and Alison Castellano are a father and daughter duo excited to share their journey through the financial industry and the expertise their combined years of experience created. In this inaugural episode, Jack Burnette, CFP® and Alison Castellano, financial advisors with RFG Advisory, dive into who they are both as an advisor and as a person. They share their personal journeys to reach where they are in their career as well as who they are outside of the office. Jack and Alison discuss: How they each ended up in the financial industry Their investment philosophies when it comes to client investment planning Who they work with – their specialty and ideal client What their lives look like outside of the office Their number one piece of advice for clients And more Connect with Jack Burnette: LinkedIn: Jack Burnette Email: Jack Burnette RFG Advisory LinkedIn: RFG Advisory Phone Number: 205-613-4994 Office Number: 205-510-9072 Connect with Alison Castellano: LinkedIn: Allison Castellano Phone Number: (205) 504-9868
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Introducing The BamCam! (Ep. 1)
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