Retirement Planning and Beyond with Alan Ray

from RIA Collective · host Charlie Van Derven

Join host Charlie Van Derven as he speaks with Alan Ray, a financial advisor with a wealth of experience in the industry. Working with senior and elderly clients, Alan has no doubt that his work significantly impacts his clients and their loved ones. Alan got his start teaching economic and financial planning at Franklin University and quickly moved to the practicing side of the industry. In 2019 he founded Square Peg in Columbus, Ohio. Tune in to learn more about Alan's journey to advising independence. Alan RayLinkedInWebsite

Episode metadata supplied by the publisher feed · Published Jan 16, 2023

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Retirement Planning and Beyond with Alan Ray

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