Financial Wisdom for Caregivers – Marie Burns

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…

Financial Wisdom for Caregivers - Marie Burns

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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

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