Join Dave Nassaney, The Caregiver’s Caregiver and his lovely co-host, Adrienne Gruberg, founder of The caregiver Space, as they interview Marie Burns, a Certified Financial Planner (CFP®),. Marie has been advocating for clients’ financial health for almost 20 years. Originally from Wisconsin, she has helped clients with their financial lives in a fiduciary capacity in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes, speaks, and has an independent advisory practice called Focus Point Planning where she offers financial planning and investment management. She is a volunteer ambassador and board member for The Financial Awareness Foundation, member of the Financial Planning Association, board member for the Senior Advocacy Group of Ahwatukee, author of a financial checklist book series, and podcast host of Mind, Money, Motion
We are sorry that this post was not useful for you!
Let us improve this post!
Tell us how we can improve this post?