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22: Your Financial Girlfriend with Lisa Brumm

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Manage episode 218482219 series 2309479
Content provided by Kareen Mills. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kareen Mills 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.

Lisa Brumm’s career, or as many people refer to her “My Financial Girlfriend,” began in the banking industry and transformed into financial planning with a passion for educating women on financial literacy and empowerment.

Lisa Brumm has been recognized by US News and Money for the 3rd year in a row in 2017, as one of Portland’s Top 100 Advisors. She attended Portland State University with the desire to become a CPA yet, destiny was preparing her for something greater by starting her career in the banking industry.

After eight years in banking, Lisa applies her experience and knowledge to the financial planning industry and has been doing so for the last nineteen years. Here she discovered a deeper passion for the educational elements of her work.

After the economic crash in 2008, Lisa’s work became even more passion-driven, specifically focusing on educating women on financial literacy and empowerment. Positioning herself on the strategy side of her industry, Lisa believes in creating a “safety zone” for her clients that is also a “shame-free zone.”

She is the “go-to girlfriend” for your monetary confidence and the hope needed to change any limiting monetary beliefs. While advisors typically charge for the consultation, Lisa does not. She believes fee-based consultation creates a barrier to what should be considered a basic right and resource for all.

Learn more about Lisa Brumm at www.MyFinancialGirlfriend.com!

DISCLOSURE: Lisa Brumm is an investment advisor representative of Woodbury Financial Services, Inc.

Follow Founder + Host Kareen Mills on IG, Twitter, FB, LinkedIn @KareenMills and her podcast IG @BeingMotherhustler Listen on iTunes, Spotify or YouTube here https://linktr.ee/kareenmills

--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/beingmotherhustler/support
  continue reading

81 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on October 30, 2020 03:11 (3+ y ago). Last successful fetch was on May 22, 2020 13:25 (4y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 218482219 series 2309479
Content provided by Kareen Mills. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kareen Mills 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.

Lisa Brumm’s career, or as many people refer to her “My Financial Girlfriend,” began in the banking industry and transformed into financial planning with a passion for educating women on financial literacy and empowerment.

Lisa Brumm has been recognized by US News and Money for the 3rd year in a row in 2017, as one of Portland’s Top 100 Advisors. She attended Portland State University with the desire to become a CPA yet, destiny was preparing her for something greater by starting her career in the banking industry.

After eight years in banking, Lisa applies her experience and knowledge to the financial planning industry and has been doing so for the last nineteen years. Here she discovered a deeper passion for the educational elements of her work.

After the economic crash in 2008, Lisa’s work became even more passion-driven, specifically focusing on educating women on financial literacy and empowerment. Positioning herself on the strategy side of her industry, Lisa believes in creating a “safety zone” for her clients that is also a “shame-free zone.”

She is the “go-to girlfriend” for your monetary confidence and the hope needed to change any limiting monetary beliefs. While advisors typically charge for the consultation, Lisa does not. She believes fee-based consultation creates a barrier to what should be considered a basic right and resource for all.

Learn more about Lisa Brumm at www.MyFinancialGirlfriend.com!

DISCLOSURE: Lisa Brumm is an investment advisor representative of Woodbury Financial Services, Inc.

Follow Founder + Host Kareen Mills on IG, Twitter, FB, LinkedIn @KareenMills and her podcast IG @BeingMotherhustler Listen on iTunes, Spotify or YouTube here https://linktr.ee/kareenmills

--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/beingmotherhustler/support
  continue reading

81 episodes

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