I talk with Etty Surkis, the CEO of Excelsum Capital, about money. We discuss why optimism can be a bad thing, how to set up a value based financial plan to get the most out of your money, the humane way to tackle debt, and what responsible credit card usage looks like. Etty Surkis is the CEO of Excelsum Capital, a boutique financial services firm that provides multistrategy financial solutions for a range of clients. Etty’s expertise includes individual and family budgeting, personal financial management, life insurance options, and retirement planning. 

Reach Etty at 718-964-7060 or [email protected]

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