Artwork

Conteúdo fornecido por Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Player FM - Aplicativo de podcast
Fique off-line com o app Player FM !

October is Financial Planning Month!

7:13
 
Compartilhar
 

Manage episode 444336735 series 2792960
Conteúdo fornecido por Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Miguel Gonzalez, CRC, shares key tips for choosing the right financial professional. From asking for referrals to understanding compensation structures, these steps can help ensure your financial future is in the right hands.
Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.
Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.
#FinancialPlanningMonth #RetirementPlanning #FinancialAdvisor #CertifiedRetirementCounselor #InvestmentManagement #FinancialGoals #WealthManagement #RetirementTips #FinancialFreedom #FinancialProfessional #AssetManagement #PersonalFinance #FeeOnlyAdvisor #TaxPlanning #EstatePlanning #MoneyManagement #InvestmentTips #FinancialWellness #FinancialEducation #MoneyMatters #FinancialSecurity #Investing101 #SmartInvesting #FiduciaryAdvisor #PlanForRetirement

Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
FOLLOW US ON:

  continue reading

215 episódios

Artwork
iconCompartilhar
 
Manage episode 444336735 series 2792960
Conteúdo fornecido por Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Miguel Gonzalez, CRC, shares key tips for choosing the right financial professional. From asking for referrals to understanding compensation structures, these steps can help ensure your financial future is in the right hands.
Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.
Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.
#FinancialPlanningMonth #RetirementPlanning #FinancialAdvisor #CertifiedRetirementCounselor #InvestmentManagement #FinancialGoals #WealthManagement #RetirementTips #FinancialFreedom #FinancialProfessional #AssetManagement #PersonalFinance #FeeOnlyAdvisor #TaxPlanning #EstatePlanning #MoneyManagement #InvestmentTips #FinancialWellness #FinancialEducation #MoneyMatters #FinancialSecurity #Investing101 #SmartInvesting #FiduciaryAdvisor #PlanForRetirement

Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
FOLLOW US ON:

  continue reading

215 episódios

Todos os episódios

×
 
Loading …

Bem vindo ao Player FM!

O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.

 

Guia rápido de referências