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Your Success is in the Planning with Kelly Olczak

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Manage episode 334735578 series 3368829
Content provided by Charlie Van Derven. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charlie Van Derven or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Kelly Olczak, CFP®, Co-Founder, Lynn Leigh and Company, a Registered Investment Advisory Firm

Description: Industry veteran Kelly Olczak, CFP®, Co-Founder of LynnLeigh & Co, Inc. walks us through her journey from a technology career to Financial Services. During the past 20 years, Kelly grew with Edward Jones, transitioned to LPL, and started her own RIA. According to Kelly, sufficient planning helped her transition smoothly. Learn how to plan for change.

  continue reading

54 episodes

Artwork
iconShare
 
Manage episode 334735578 series 3368829
Content provided by Charlie Van Derven. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charlie Van Derven or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Kelly Olczak, CFP®, Co-Founder, Lynn Leigh and Company, a Registered Investment Advisory Firm

Description: Industry veteran Kelly Olczak, CFP®, Co-Founder of LynnLeigh & Co, Inc. walks us through her journey from a technology career to Financial Services. During the past 20 years, Kelly grew with Edward Jones, transitioned to LPL, and started her own RIA. According to Kelly, sufficient planning helped her transition smoothly. Learn how to plan for change.

  continue reading

54 episodes

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