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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