Listen to Courtney DeSoto, J.D., CLPF, NCG, TEP, Owner of Channel Islands Fiduciary Group

Listen to Courtney DeSoto, J.D., CLPF, NCG, TEP, Owner of Channel Islands Fiduciary Group

Episode 326: Courtney DeSoto, J.D., CLPF, NCG, TEP, Owner of Channel Islands Fiduciary Group

Welcome to Makin' It- Your weekly source for Financial and Educational Insights! Hosted by Neil Kreisel, CFA, a former Wall Street analyst and Professor of Finance and Investment, and Dianne Duva, a Certified Financial Planner and founding Partner of Arlington Financial Advisors, Makin’ It brings you insightful, thought-provoking conversations with successful educators, entrepreneurs, economists, authors, social scientists, and industry leaders. Each week, we explore the financial, educational, and current events that shape our lives—discussing what it truly means to succeed personally, professionally, and financially.

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Welcome to Makin' It- Your weekly source for Financial and Educational Insights! Hosted by Neil Kreisel, CFA, a former Wall Street analyst and Professor of Finance and Investment, and Dianne Duva, a Certified Financial Planner and founding Partner of Arlington Financial Advisors, Makin’ It brings you insightful, thought-provoking conversations with successful educators, entrepreneurs, economists, authors, social scientists, and industry leaders. Each week, we explore the financial, educational, and current events that shape our lives—discussing what it truly means to succeed personally, professionally, and financially.

Welcome to Makin' It- Your weekly source for Financial and Educational Insights! Hosted by Neil Kreisel, CFA, a former Wall Street analyst and Professor of Finance and Investment, and Dianne Duva, a Certified Financial Planner and founding Partner of Arlington Financial Advisors, Makin’ It brings you insightful, thought-provoking conversations with successful educators, entrepreneurs, economists, authors, social scientists, and industry leaders. Each week, we explore the financial, educational, and current events that shape our lives—discussing what it truly means to succeed personally, professionally, and financially.&nbsp;

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Episode 326: Courtney DeSoto, J.D., CLPF, NCG, TEP, Owner of Channel Islands Fiduciary Group

Episode 326: Courtney DeSoto, J.D., CLPF, NCG, TEP, Owner of Channel Islands Fiduciary Group