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Modern-day Finance with William Rassman

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Manage episode 223455997 series 1033664
Content provided by GenZ Podcast and Morissa Shwartz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by GenZ Podcast and Morissa Shwartz 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.
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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6 episodes

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iconShare
 
Manage episode 223455997 series 1033664
Content provided by GenZ Podcast and Morissa Shwartz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by GenZ Podcast and Morissa Shwartz 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.
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

6 episodes

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