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#30 Empowering Boomer Women With Financial Planning w/ Haleh Moddasser, Partner, Stearns Financial Group
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Haleh Moddasser (https://stearnsfinancial.com/), is a managing partner and senior wealth advisor at Stearns Financial Group. Haleh shares the unique financial needs of boomer women, particularly those going through a 'gray divorce'. She shares her passion for empowering this underserved demographic, addressing the unique concerns these women may have, and the importance of helping them recognize the power of their wealth.
In this episode, Chris and Haleh discuss:
1. Understanding the Financial Needs of Boomer Women
2. The Impact of Gray Divorce on Boomer Women
3. The Importance of Financial Planning in Gray Divorce
4. Building a Community for Boomer Women
LinkedIn:
https://www.linkedin.com/in/haleh-moddasser-cpa-1509a126/
Website: https://stearnsfinancial.com/https://halehmoddasserauthor.com/Facebook:
https://www.facebook.com/stearnsfinancialgroup/
Article:
https://www.prnewswire.com/news-releases/stearns-financial-groups-haleh-moddasser-releases-book-update-guiding-women-through-gray-divorce-301738795.html
Haleh's Book:
https://www.amazon.com/Gray-Divorce-Silver-Linings-Financial/dp/099844510X
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
Twitter: https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/fa
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
View all episodes
By Chris Brodhead
5
6464 ratings
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Haleh Moddasser (https://stearnsfinancial.com/), is a managing partner and senior wealth advisor at Stearns Financial Group. Haleh shares the unique financial needs of boomer women, particularly those going through a 'gray divorce'. She shares her passion for empowering this underserved demographic, addressing the unique concerns these women may have, and the importance of helping them recognize the power of their wealth.
In this episode, Chris and Haleh discuss:
1. Understanding the Financial Needs of Boomer Women
2. The Impact of Gray Divorce on Boomer Women
3. The Importance of Financial Planning in Gray Divorce
4. Building a Community for Boomer Women
LinkedIn:
https://www.linkedin.com/in/haleh-moddasser-cpa-1509a126/
Website: https://stearnsfinancial.com/https://halehmoddasserauthor.com/Facebook:
https://www.facebook.com/stearnsfinancialgroup/
Article:
https://www.prnewswire.com/news-releases/stearns-financial-groups-haleh-moddasser-releases-book-update-guiding-women-through-gray-divorce-301738795.html
Haleh's Book:
https://www.amazon.com/Gray-Divorce-Silver-Linings-Financial/dp/099844510X
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok: https://tiktok.com/ultrahighnetworthclients
YouTube: https://www.youtube.com/@uhnwc
Facebook: https://www.facebook.com/UHNWCPodcast
Twitter: https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website: https://uhnwc.com
Work with us: https://famousfounder.com/fa
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
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