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This week we’re talking to Ashley, a Certified Financial Planner (CFP) at Picta Financial. Ashley was lucky because she grew up with a strong foundation in financial education, thanks to her mom who is also a CFP. Seven years ago, Ashley joined her mom, and they became a mother-daughter financial advising team (how amazing is this!). In this episode, Ashley talks through what she does as a CFP, and how she makes financial education a large part of the service she offers her clients. Ashley also talks about the importance of transparency when working with a financial planner and has great advice on what questions you should be asking a potential financial planner. She also talks about common challenges and advice on how to get started planning for the financial future you want.
By Zero Broke Girls Inc.5
11 ratings
This week we’re talking to Ashley, a Certified Financial Planner (CFP) at Picta Financial. Ashley was lucky because she grew up with a strong foundation in financial education, thanks to her mom who is also a CFP. Seven years ago, Ashley joined her mom, and they became a mother-daughter financial advising team (how amazing is this!). In this episode, Ashley talks through what she does as a CFP, and how she makes financial education a large part of the service she offers her clients. Ashley also talks about the importance of transparency when working with a financial planner and has great advice on what questions you should be asking a potential financial planner. She also talks about common challenges and advice on how to get started planning for the financial future you want.