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برعاية
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Jacob Charlwood is a seasoned financial advisor at Capital Financial Solutions, an independent financial planning firm, where he assists individuals and families in making informed financial decisions. Jacob's perspective on the importance of financial planning for everyone is rooted in the belief that it is crucial to work with an independent planner or resource for a personalized approach. His experiences have taught him that each person's financial situation is unique and requires tailored solutions. He emphasizes the importance of understanding the client's goals and dreams, and providing advice based on those aspirations, rather than solely focusing on investment strategies. Join Anna Sothen and Jacob Charlwood on this episode of the RVA Connected with Anna Sothen podcast, where they delve deeper into the importance of comprehensive and individualized financial planning.
Note: This episode is from its former name Good Neighbor Podcast which is now known as RVA Connected.
If you’re reading this information, first of all, “Thank You!.
Secondly, it would mean the world to me if you would subscribe to my podcast on YouTube, Spotify or Google Podcast.
YouTube link: @rvaconnected
Want to be a guest?
Comment PODCAST GUEST, and someone on my team will reach out to you with details.
Want to become a sponsor?
Comment SPOINSOR
For more information, head over to rvaconnected.annasothen.com/home
#richmondvirginia #RVA Connected #rvasmallbusiness
33 حلقات
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 28, 2024 06:11 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Jacob Charlwood is a seasoned financial advisor at Capital Financial Solutions, an independent financial planning firm, where he assists individuals and families in making informed financial decisions. Jacob's perspective on the importance of financial planning for everyone is rooted in the belief that it is crucial to work with an independent planner or resource for a personalized approach. His experiences have taught him that each person's financial situation is unique and requires tailored solutions. He emphasizes the importance of understanding the client's goals and dreams, and providing advice based on those aspirations, rather than solely focusing on investment strategies. Join Anna Sothen and Jacob Charlwood on this episode of the RVA Connected with Anna Sothen podcast, where they delve deeper into the importance of comprehensive and individualized financial planning.
Note: This episode is from its former name Good Neighbor Podcast which is now known as RVA Connected.
If you’re reading this information, first of all, “Thank You!.
Secondly, it would mean the world to me if you would subscribe to my podcast on YouTube, Spotify or Google Podcast.
YouTube link: @rvaconnected
Want to be a guest?
Comment PODCAST GUEST, and someone on my team will reach out to you with details.
Want to become a sponsor?
Comment SPOINSOR
For more information, head over to rvaconnected.annasothen.com/home
#richmondvirginia #RVA Connected #rvasmallbusiness
33 حلقات
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.