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Discovering the World of Personal Finance with Adrienne Ross
Manage episode 347264971 series 2948641
Konten disediakan oleh Daniel Kopp and CFP. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Daniel Kopp and CFP 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.
I’m excited to welcome Adrienne Ross on the podcast. She is a CFP, ChFC, and AFC as well as the founder of Clear Insight Financial Planning based in Washington state. Adrienne shares her personal journey as a young military spouse discovering personal finance to de-mystify the whole process. As she learned she shared her knowledge with other military families as they navigated an endless series of significant life changes. There’s an adage, “A rising tide floats all boats.” She believes this to be true when it comes to financial planning. Over the past fifteen years, service to others became a passion, a mission, and a profession. Adrienne shares about her growth, personally and professionally, as well as how she deepened her technical expertise in student loan and special needs planning along with her love of life planning. There are lots of career nuggets of advice throughout that I know will be helpful!
https://mycifp.com/
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