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December 06, 2023

S1|E34: A Personal Story: Kristi's Path to Becoming a Financial Planner

37 minutes

Join Bjorn as he welcomes friend and colleague, Kristi Mertens, Managing Director of BCU Wealth Advisors to talk about how she

has gotten to where she is. Kristi talks about starting out as a financial planner in a small town, why she pursued her CERTIFIED FINANCIAL PLANNER™ designation, and why she loves helping people reach their financial dreams.

If you are looking for financial help or support, please subscribe to the Life. Money. You. Program for free at LifeMoneyYou.com. #financialwellbeing #certifiedfinancialplanner #financialhealth #financialwellbeingforall

This discussion involves general information pertaining to investment advisory/management services and is not intended to constitute investment advice. Opinions expressed are those of the speaker, are subject to change, not guaranteed and

should not be considered recommendations to buy or sell any security.

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