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The COVID-19 pandemic is wreaking havoc on the U.S. economy and citizens’ health, as the death toll continues to rise daily. It’s also upended personal lives, including those of financial advisors, who may serve as an even greater source of support to their clients during this time.
In this episode of Transparency, Diana Britton, managing editor of WealthManagement.com, is joined by Hui-chin Chen, a Certified Financial Planner and owner of Pavlov Financial Planning, who was living temporarily in the Caribbean island of Saint Lucia with her husband, due to work, when the pandemic escalated. Time elapsed too quickly for them to return to the U.S. when all citizens were ordered home. Now they sit and wait in a foreign country that is on complete lockdown with a 24-hour curfew imposed, and all businesses have been ordered closed.
In this episode, you will learn:
Tune in now to get insight into how advisors and clients are coping during this stressful time.
Resources: WealthManagement.com | Diana Britton | Contact Diana | Pavlov Financial Planning | Coronavirus Coverage
By Diana Britton5
1010 ratings
The COVID-19 pandemic is wreaking havoc on the U.S. economy and citizens’ health, as the death toll continues to rise daily. It’s also upended personal lives, including those of financial advisors, who may serve as an even greater source of support to their clients during this time.
In this episode of Transparency, Diana Britton, managing editor of WealthManagement.com, is joined by Hui-chin Chen, a Certified Financial Planner and owner of Pavlov Financial Planning, who was living temporarily in the Caribbean island of Saint Lucia with her husband, due to work, when the pandemic escalated. Time elapsed too quickly for them to return to the U.S. when all citizens were ordered home. Now they sit and wait in a foreign country that is on complete lockdown with a 24-hour curfew imposed, and all businesses have been ordered closed.
In this episode, you will learn:
Tune in now to get insight into how advisors and clients are coping during this stressful time.
Resources: WealthManagement.com | Diana Britton | Contact Diana | Pavlov Financial Planning | Coronavirus Coverage

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