InvestmentNews’ Liz Skinner and Audrey Rose Joseph talk with Charlotte Geletka, managing partner at Silver Penny Financial Planning and Roza Grigoryeva, a paraplanner at her firm.
InvestmentNews’ Liz Skinner and Audrey Rose Joseph talk with Charlotte Geletka, managing partner at Silver Penny Financial Planning and Roza Grigoryeva, a paraplanner at her firm.