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#185 - Ross Levin - Not to be untethered from what you want.

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Manage episode 396950515 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE 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.

This week, we are joined by personal financial advisor, author, and thought leader, 2023 FPA P. Kemp Fain, Jr., Award winner Ross Levin. Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his expertise into meaningful conversations with clients about integrating their money and values. Stay tuned to hear about his journey and thoughts on the profession of financial planning.

https://www.accredited.com/be-our-guest

https://www.linkedin.com/in/ross-levin-b818885/

https://twitter.com/spendyourlifewi

https://www.accredited.com/ross-levin

https://www.financialplanningassociation.org/press-room/releases-announcements/2023-pkf-award-ross-levin

#FinancialPlanning #PersonalFinance, #WealthManagement, #FinancePodcast #RossLevin, #FPAAwardWinner #MoneyValues #FinancialAdv #FPA2024 #KempFainAward #FinancialTalk

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 396950515 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE 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.

This week, we are joined by personal financial advisor, author, and thought leader, 2023 FPA P. Kemp Fain, Jr., Award winner Ross Levin. Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his expertise into meaningful conversations with clients about integrating their money and values. Stay tuned to hear about his journey and thoughts on the profession of financial planning.

https://www.accredited.com/be-our-guest

https://www.linkedin.com/in/ross-levin-b818885/

https://twitter.com/spendyourlifewi

https://www.accredited.com/ross-levin

https://www.financialplanningassociation.org/press-room/releases-announcements/2023-pkf-award-ross-levin

#FinancialPlanning #PersonalFinance, #WealthManagement, #FinancePodcast #RossLevin, #FPAAwardWinner #MoneyValues #FinancialAdv #FPA2024 #KempFainAward #FinancialTalk

  continue reading

150 episodes

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