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#185 - Ross Levin - Not to be untethered from what you want.
Manage episode 396950515 series 2878077
This week, we are joined by personal financial advisor, author, and thought leader, 2023 FPA P. Kemp Fain, Jr., Award winner Ross Levin. Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his expertise into meaningful conversations with clients about integrating their money and values. Stay tuned to hear about his journey and thoughts on the profession of financial planning.
https://www.accredited.com/be-our-guest
https://www.linkedin.com/in/ross-levin-b818885/
https://twitter.com/spendyourlifewi
https://www.accredited.com/ross-levin
https://www.financialplanningassociation.org/press-room/releases-announcements/2023-pkf-award-ross-levin
#FinancialPlanning #PersonalFinance, #WealthManagement, #FinancePodcast #RossLevin, #FPAAwardWinner #MoneyValues #FinancialAdv #FPA2024 #KempFainAward #FinancialTalk
150 odcinków
Manage episode 396950515 series 2878077
This week, we are joined by personal financial advisor, author, and thought leader, 2023 FPA P. Kemp Fain, Jr., Award winner Ross Levin. Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his expertise into meaningful conversations with clients about integrating their money and values. Stay tuned to hear about his journey and thoughts on the profession of financial planning.
https://www.accredited.com/be-our-guest
https://www.linkedin.com/in/ross-levin-b818885/
https://twitter.com/spendyourlifewi
https://www.accredited.com/ross-levin
https://www.financialplanningassociation.org/press-room/releases-announcements/2023-pkf-award-ross-levin
#FinancialPlanning #PersonalFinance, #WealthManagement, #FinancePodcast #RossLevin, #FPAAwardWinner #MoneyValues #FinancialAdv #FPA2024 #KempFainAward #FinancialTalk
150 odcinków
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