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Being a Fiduciary

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Manage episode 358162588 series 3362194
内容由Dave Andras提供。所有播客内容(包括剧集、图形和播客描述)均由 Dave Andras 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Fred Kerestury takes us along his journey on becoming a Financial Advisor and living the life of a fiduciary. From banking to teaching to advising, his road has had many twist and turns. Listen and enjoy Fred's inspiring climb to becoming his own boss and having a passion for helping people!

Fred Kerestury, Financial Advisor with West Point Management, has been in the financial services industry for over 13 years. He enjoys seeing people succeed, especially when they may have thought it was not possible. His job is rewarding due to the outcomes that he gets to see in the lives of the people and families he helps. He helps people go beyond the obvious and make intentional decisions to put together their entire financial puzzle.

Fred acts as a partner, strategist, coach, and counselor in this process. As a fiduciary, he believes in creating a holistic plan to ensure the highest standard of client care. He also believes in working with people who are committed to the process and want to have an ongoing and meaningful relationship with their financial advisor.

To learn more about Fred Kerestury, visit:

Website: https://www.westpointwealth.com/our-associates/fred-kerestury/

Linkedin: https://www.linkedin.com/in/frederickprotectsllff/

To learn more, visit:

https://www.linkedin.com/in/dandras/

Listen to more episodes on Mission Matters:

www.missionmatters.com/author/dave-andras

  continue reading

19集单集

Artwork
icon分享
 
Manage episode 358162588 series 3362194
内容由Dave Andras提供。所有播客内容(包括剧集、图形和播客描述)均由 Dave Andras 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Fred Kerestury takes us along his journey on becoming a Financial Advisor and living the life of a fiduciary. From banking to teaching to advising, his road has had many twist and turns. Listen and enjoy Fred's inspiring climb to becoming his own boss and having a passion for helping people!

Fred Kerestury, Financial Advisor with West Point Management, has been in the financial services industry for over 13 years. He enjoys seeing people succeed, especially when they may have thought it was not possible. His job is rewarding due to the outcomes that he gets to see in the lives of the people and families he helps. He helps people go beyond the obvious and make intentional decisions to put together their entire financial puzzle.

Fred acts as a partner, strategist, coach, and counselor in this process. As a fiduciary, he believes in creating a holistic plan to ensure the highest standard of client care. He also believes in working with people who are committed to the process and want to have an ongoing and meaningful relationship with their financial advisor.

To learn more about Fred Kerestury, visit:

Website: https://www.westpointwealth.com/our-associates/fred-kerestury/

Linkedin: https://www.linkedin.com/in/frederickprotectsllff/

To learn more, visit:

https://www.linkedin.com/in/dandras/

Listen to more episodes on Mission Matters:

www.missionmatters.com/author/dave-andras

  continue reading

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