one degree

006 what is a financial planner anyway?


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If you've been around the financial services industry, you've likely noticed that most of us have a bunch of letters behind our names (especially "CFP®").


But...

1. what's a real financial planner?

2. what do they do?

3. do I need one?


Tune in to find out!


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I'd love to meet you, hear your story, and learn from your experiences too. So reach out!


⁠Visit my website⁠⁠ to connect with me.

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one degreeBy Nick Garofalo