We Wish You Wealth Episode 13 - Financial Planning w/ Rob Woodard
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We Wish You Wealth Episode 13 - Financial Planning w/ Rob Woodard
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About this listen
In this episode we have guest speaker, Rob Woodard, 28 year CFP from Charles Scwhab join us and discuss what what the roles of a certified Financial planner are, who qualifies, how they monitor your investments and investment philosophies amongst many other topics.
if you have a day have any questions or would like to get into contact with Rob personally, myself, Gordon Chavez, or Rubit Ramos can be contacted at the link provided below:
TikTok.com/@dolla_sign_dani
tiktok.com/@gordon.chavez
tiktok.com/@rubitramos_
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.