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#77: How To Multiply Your Wealth
Tracy Shen is the Founder and Managing Partner at Florin Group
She is passionate about helping families grow their wealth together.
Her joyful approach to finance comes into full view during strategy and review meetings, which she turns into a fun, empowering experience.
She loves nothing more than helping clients gain control over their money and reach their financial goals.
Tracy earned a Bachelor of Science in Finance from the University of Maryland. She is a Certified Long-Term Care specialist, a Registered Financial Consultant and a Chartered Mutual Fund Counselor. She has been a qualifying member of the prestigious Million Dollar Round Table of The Premier Association of Financial Professionals since 2004.
She is currently pursuing the Certificate in Family Wealth Advising and Certified Financial Planner designation at American College.
Listening to this episode will "pay off" like compounding interest!
Listen NOW as we discuss "How To Multiply Your Wealth"
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By Eric Twiggs and Ted Fells
4.9
3535 ratings
Tracy Shen is the Founder and Managing Partner at Florin Group
She is passionate about helping families grow their wealth together.
Her joyful approach to finance comes into full view during strategy and review meetings, which she turns into a fun, empowering experience.
She loves nothing more than helping clients gain control over their money and reach their financial goals.
Tracy earned a Bachelor of Science in Finance from the University of Maryland. She is a Certified Long-Term Care specialist, a Registered Financial Consultant and a Chartered Mutual Fund Counselor. She has been a qualifying member of the prestigious Million Dollar Round Table of The Premier Association of Financial Professionals since 2004.
She is currently pursuing the Certificate in Family Wealth Advising and Certified Financial Planner designation at American College.
Listening to this episode will "pay off" like compounding interest!
Listen NOW as we discuss "How To Multiply Your Wealth"