Your Success is in the Planning with Kelly Olczak

from RIA Collective · host Charlie Van Derven

Kelly Olczak, CFP®, Co-Founder, Lynn Leigh and Company, a Registered Investment Advisory FirmDescription: Industry veteran Kelly Olczak, CFP®, Co-Founder of LynnLeigh & Co, Inc. walks us through her journey from a technology career to Financial Services. During the past 20 years, Kelly grew with Edward Jones, transitioned to LPL, and started her own RIA. According to Kelly, sufficient planning helped her transition smoothly. Learn how to plan for change.

Episode metadata supplied by the publisher feed · Published Jul 15, 2022

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Your Success is in the Planning with Kelly Olczak

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