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Designing Your Wealth with Dasarte Yarnway

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Manage episode 289866098 series 2548951
内容由Anjali Jariwala提供。所有播客内容(包括剧集、图形和播客描述)均由 Anjali Jariwala 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

Dasarte Yarnway founded his own wealth management firm at age 24 out of a desire to help people create multi-generational wealth. At Berknell Financial Group, he encourages clients to think deeply about their relationship to and beliefs about money, then works alongside them to create a unique, holistic plan that reflects their values across all aspects of their financial life. Then, he helps clients use their wealth to invest in themselves, their families, and their communities.

“How do you create that better life when no one’s telling you what the rules are to this system?… If they had a compass, how could that change the trajectory of their financial life?”

The child of immigrants from Liberia, Dasarte is passionate about making financial planning more accessible to everyone. https://fitadvisors.com/episode-59-designing-your-wealth-with-dasarte-yarnway/

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66集单集

Artwork
icon分享
 
Manage episode 289866098 series 2548951
内容由Anjali Jariwala提供。所有播客内容(包括剧集、图形和播客描述)均由 Anjali Jariwala 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

Dasarte Yarnway founded his own wealth management firm at age 24 out of a desire to help people create multi-generational wealth. At Berknell Financial Group, he encourages clients to think deeply about their relationship to and beliefs about money, then works alongside them to create a unique, holistic plan that reflects their values across all aspects of their financial life. Then, he helps clients use their wealth to invest in themselves, their families, and their communities.

“How do you create that better life when no one’s telling you what the rules are to this system?… If they had a compass, how could that change the trajectory of their financial life?”

The child of immigrants from Liberia, Dasarte is passionate about making financial planning more accessible to everyone. https://fitadvisors.com/episode-59-designing-your-wealth-with-dasarte-yarnway/

  continue reading

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