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The Missing Piece in Financial Planning with Lisa Kirchenbauer
On this episode of Shaping Change, Ross talks with Lisa Kirchenbauer, Founder & President of Omega Wealth Management about the process of discovering the missing piece in financial planning–the human element.
Connect with Lisa:
LinkedIn
Twitter
Learn more about Omega Wealth Management:
Website
Facebook
YouTube
Get your copy of "Shaping Change"
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©Advisor2X. All Rights Reserved.
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By Ross Marino, CFP®, CPFA, CeFT®
5
66 ratings
On this episode of Shaping Change, Ross talks with Lisa Kirchenbauer, Founder & President of Omega Wealth Management about the process of discovering the missing piece in financial planning–the human element.
Connect with Lisa:
LinkedIn
Twitter
Learn more about Omega Wealth Management:
Website
Facebook
YouTube
Get your copy of "Shaping Change"
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.