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Sam Jones, CFP, AFC Networking His Way To Business Success
Manage episode 338146805 series 2895276
Konten disediakan oleh Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Episode 67 - Sam is passionate about helping others achieve their financial and personal goals. He loves helping people to change their behavior and better their lives. Sam specializes in helping young professionals, real estate investors, and small business owners.
Sam is an Accredited Financial Counselor® and a CERTIFIED FINANCIAL PLANNER™. He has more than 5 years of experience in the financial services industry. He recently graduated from Utah Valley University’s (UVU) Personal Financial Planning program. While in school, Sam was President of UVU’s Money Management Resource Center for two years. Sam led a team of over 30 coaches who coached students, faculty, and community members to help them improve their finances. Sam has worked for several financial planning firms but decided to work at VCM because of the high quality of financial planning work done here. Click to learn more about the AFC® Certification or CFP® Certification.
Sam loves spending time with his family, boating, snowmobiling, and volunteering in the community. Learn more about Sam Jones here: https://vitalitycap.com/sam-jones/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
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