Modern-day Finance with William Rassman

Generation Z

المحتوى المقدم من GenZ Podcast and Morissa Shwartz. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة GenZ Podcast and Morissa Shwartz أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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William Rassman, CFP®, is a speaker, author, and financial services advisor for successful individuals & families. He began his career at Smith Barney in the financial district of New York in 2008, and is a Wealth Advisor at Centric Capital Advisors. Will graduated from Wagner College in New York, New York, with a BA in economics. A former college hockey player and NCAA golfer, Will lives in Manhattan Beach, California, with his wife Svetlana. He is an active member of the Financial Planning Association and Toastmasters International. During his free time, he enjoys volunteering with his dog, Gopher. Listen to the interview below, and be sure to check out his book, Atlas Shift: Mastering Your Financial Experience in the Post-Information Age

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#Society #Morissa Shwartz #GenZ