Women Advisors Rising And Keeler And Nadler Leads The Way episode artwork

EPISODE · May 14, 2026 · 4 MIN

Women Advisors Rising And Keeler And Nadler Leads The Way

from Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast · host Andy Keeler

National awards are fun to celebrate, but the real question is what they’re actually measuring. We’re joined by Jessica Hultberg, CFP, and Abby Rose, CFP, CPA, two of our standout advisors who were named to the “200 Women Advisors to Watch” list. Andy starts the conversation with a simple observation from an all-Ohio Financial Planning Association symposium: the room looks different than it did years ago. Jessica shares what it was like attending early FPA meetings when there were far fewer women in wealth management, and how that shift in representation changes who feels welcome.  Abby adds context on why the profession is still male-dominated, why progress can feel slow, and why it matters that more women are discovering what financial planning really is.Then we get personal in the best way: kids. From “You work at a computer all day” to “My mommy takes care of people’s money,” we unpack how children absorb our relationship with numbers, work, and responsibility. It’s a reminder that money conversations at home can build confidence early and normalize financial literacy for the next generation.If you care about women in finance, finding a financial advisor you trust, or building a career in financial planning with real mentorship and culture, this one will land. Subscribe, share it with a friend, and leave a review with your biggest takeaway.**Keeler & Nadler Family Wealth (“KNFW”) did not pay to participate in the Advisors to Watch: Women Advisors award; however, KNFW has the option to purchase promotional materials. For more information on this award, please visit: https://www.advisorhub.com/women-advisors-to-watch-2026/The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations.It is only intended to provide education about finance, tax, retirement and related planning topics. To determine which investments or strategies may be appropriate for you, consult your financial, tax or legal advisor prior to implementing. Any past performance discussed during this program is no guarantee of future results.Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.

Episode metadata supplied by the publisher feed · Published May 14, 2026

Embed this episode

National awards are fun to celebrate, but the real question is what they’re actually measuring. We’re joined by Jessica Hultberg, CFP, and Abby Rose, CFP, CPA, two of our standout advisors who were named to the “200 Women Advisors to Watch” list. Andy starts the conversation with a simple observation from an all-Ohio Financial Planning Association symposium: the room looks different than it did years ago. Jessica shares what it was like attending early FPA meetings when there were far fewer...

Distinct summary based on available episode metadata or transcript content.

Ready to play

Women Advisors Rising And Keeler And Nadler Leads The Way

0:00 4:59

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast?

This episode is 4 minutes long.

When was this Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast episode published?

This episode was published on May 14, 2026.

Can I download this Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!