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Helping Others Fulfill Their Financial Dreams: A Conversation with Michael Klasz

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Manage episode 395500584 series 2826473
Content provided by Dalene Allen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dalene Allen 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.

New podcast episode featuring Michael Klasz!
Michael Klasz is a Financial Advisor with Starboard Wealth Planners. He works closely with growing families and small businesses to help them reach their goals and have their dreams become reality. Michael does holistic planning which takes a 360 degree view of your situation to help build a well rounded financial plan for you and your family. Michael is currently working on his QAFP designation, which will serve as his first financial planning designation. When Michael’s not working with his clients, he enjoys spending his time outdoors or with his friends and family.
Listen as Michael and Dalene discuss his life leading up to being the financial guru that he is and much more!

Thanks for listening!
Follow us on Facebook or Connect on Linkedin

  continue reading

98 episodes

Artwork
iconShare
 
Manage episode 395500584 series 2826473
Content provided by Dalene Allen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dalene Allen 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.

New podcast episode featuring Michael Klasz!
Michael Klasz is a Financial Advisor with Starboard Wealth Planners. He works closely with growing families and small businesses to help them reach their goals and have their dreams become reality. Michael does holistic planning which takes a 360 degree view of your situation to help build a well rounded financial plan for you and your family. Michael is currently working on his QAFP designation, which will serve as his first financial planning designation. When Michael’s not working with his clients, he enjoys spending his time outdoors or with his friends and family.
Listen as Michael and Dalene discuss his life leading up to being the financial guru that he is and much more!

Thanks for listening!
Follow us on Facebook or Connect on Linkedin

  continue reading

98 episodes

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