International Best Selling author, Dr. Cora Pettipas is a highly accomplished global financial expert and thought leader with over 20 years of experience in the financial services industry, who is passionate about client success using personal wealth building strategies and financial planning. She currently works for an international bank in Wealth, leading financial planning strategy and related digital tools globally, helping clients navigate the complexities of financial planning. She is known for her work in financial innovation and has been recognized with numerous international awards.

Dr. Pettipas holds a Doctorate in Finance, a Master’s in Finance & Controlling, and several prestigious industry designations, including the FCSI (Fellow of Canadian Securities Institute) and CFP (Certified Financial Planner). She has also served on various boards and committees, including the National Exempt Market Association and the Financial Planners Standards Board. A proud Canadian, Dr. Pettipas currently resides in London, England with her husband and daughter. 

In this episode you’ll hear:

• how Cora’s past impacted her desire to understand financial planning
• the most important thing Cora has taught her daughter about financial planning
• about Cora’s wildest hope for women and money

  Connect with Cora here:

corapettipas.com

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