My Journey to Become an Independent Financial Planner #retirement #financialplanning

9 months ago
2

Many thanks to you all for giving me the privilege to provide real grass roots financial advice and education. It's a great privilege and a true blessing to be able to do something that I love and feel can make a difference in peoples lives. In this video I document my journey to becoming an independent financial planner and how (and why) I started Peak Financial Planning. As always, thank you for your trust, time, and attention :).

If you liked this video, make sure to click thumbs up!

Eric Amzalag, CFP®, RICP®

Get started today → https://www.thepeakfp.com

Subscribe to be notified of future videos: / @peakfinancialplanning
_ _
👥 Make sure to connect with us on all socials below → https://beacons.ai/thepeakfp

Want to schedule a consultation? Click here:
https://www.thepeakfp.com/wwu-lp

Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.

#retirement #retirement #retirementplan #retirementincomeplanning #retirementincome #fiduciary #financialadvisor #financialadvice #feeonly #feeonlyadvisor #feeonlyfiduciary #financialplanner #certifiedfinancialplanner

Loading comments...