• We Wish You Wealth Episode 13 - Financial Planning w/ Rob Woodard

  • Mar 16 2024
  • Length: 59 mins
  • Podcast

We Wish You Wealth Episode 13 - Financial Planning w/ Rob Woodard

Listen for free

View show details

  • Summary

  • 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_
    Show More Show Less
Show More Show Less
activate_samplebutton_t1

What listeners say about We Wish You Wealth Episode 13 - Financial Planning w/ Rob Woodard

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available