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Modern-day Finance with William Rassman

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内容由GenZ Podcast and Morissa Shwartz提供。所有播客内容(包括剧集、图形和播客描述)均由 GenZ Podcast and Morissa Shwartz 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
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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Manage episode 223455997 series 1033664
内容由GenZ Podcast and Morissa Shwartz提供。所有播客内容(包括剧集、图形和播客描述)均由 GenZ Podcast and Morissa Shwartz 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
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
  continue reading

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