Hey there, welcome to Harmonious at Lunch, your go-to spot for all things business growth and incredible success stories. Today's episode is packed with inspiration as we sit down with the incredible David Chudyk of (https://parallelfinancial.com & allofmyassets.com)

In this Episode we discussed What your financial advisor isn't discussing with you and how to increase the value of your business. 

David began his career in the financial services arena in 2002. In 2005, David had the opportunity to purchase an insurance and financial services agency in Seneca, SC and later, in 2006 obtained the prestigious Certified Financial Planner(tm) designation.  

 

David believes that it is his duty to shepherd his clients. He empowers them to make the best possible financial decisions for the reasons that are important to them. By developing plans and strategies for business owners and individuals for all areas of financial planning, such as investment planning, risk management, tax planning, estate planning, etc., David believes that he can help his clients’ overall financial wellbeing. In order to promote sound financial planning principals to the masses, David started The Weekly Wealth Podcast in 2020 

 

As an entrepreneur, David has held to the philosophy that “we all need to do our parts to make the world a better place.” He heads a financial literacy program for The Foothills Care Center. David is the current President of the South Carolina Chapter of the Financial Planning Association. 

Don't forget to go check out David at https://allofmyassets.com/ to take your business valuation assessment.

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