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227: Interview with Certified Financial Planner Amanda Bateman
Manage episode 362508671 series 1927328
Content provided by Mommy Dentists In Business and Dr. Grace Yum. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mommy Dentists In Business and Dr. Grace Yum 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.
Amanda has a Bachelor’s degree in Business Management from Liberty University and is a CERTIFIED FINANCIAL PLANNER™ professional with a deep understanding of investment strategies and the holistic nature of effective planning. Her financial career began in 2008 and was honed by her experience as an advisor for high net worth clients at Vanguard. At Dentist Advisors, Amanda gives her top-tier institutional experience a personal touch as she helps dentists implement investment plans and overall wealth-building strategies.
102 episodes
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Manage episode 362508671 series 1927328
Content provided by Mommy Dentists In Business and Dr. Grace Yum. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mommy Dentists In Business and Dr. Grace Yum 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.
Amanda has a Bachelor’s degree in Business Management from Liberty University and is a CERTIFIED FINANCIAL PLANNER™ professional with a deep understanding of investment strategies and the holistic nature of effective planning. Her financial career began in 2008 and was honed by her experience as an advisor for high net worth clients at Vanguard. At Dentist Advisors, Amanda gives her top-tier institutional experience a personal touch as she helps dentists implement investment plans and overall wealth-building strategies.
102 episodes
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