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One of the biggest mistakes people make in divorce is waiting until they are officially divorced to hire a financial planner/investment firm. My guest in this episode is Peter Mullins, CDFA® and Vice-president at Vestor Capital, who explains what exactly a financial plan is, and how you can benefit by consulting with a financial advisor (especially a CDFA®) before or during your divorce. I am a client of Pete's (have been for a long time) so this is personal for me!
4.7
3030 ratings
One of the biggest mistakes people make in divorce is waiting until they are officially divorced to hire a financial planner/investment firm. My guest in this episode is Peter Mullins, CDFA® and Vice-president at Vestor Capital, who explains what exactly a financial plan is, and how you can benefit by consulting with a financial advisor (especially a CDFA®) before or during your divorce. I am a client of Pete's (have been for a long time) so this is personal for me!
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