))
Discovering the World of Personal Finance with Adrienne Ross
Manage episode 347264971 series 2948641
Content provided by Daniel Kopp and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Kopp and CFP 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.
I’m excited to welcome Adrienne Ross on the podcast. She is a CFP, ChFC, and AFC as well as the founder of Clear Insight Financial Planning based in Washington state. Adrienne shares her personal journey as a young military spouse discovering personal finance to de-mystify the whole process. As she learned she shared her knowledge with other military families as they navigated an endless series of significant life changes. There’s an adage, “A rising tide floats all boats.” She believes this to be true when it comes to financial planning. Over the past fifteen years, service to others became a passion, a mission, and a profession. Adrienne shares about her growth, personally and professionally, as well as how she deepened her technical expertise in student loan and special needs planning along with her love of life planning. There are lots of career nuggets of advice throughout that I know will be helpful!
https://mycifp.com/
59 episodes
Share
