Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

Financial Counselor to Financial Planner - Andrea Clark Interview

27:43
 
Share
 

Manage episode 307888729 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.

Andrea Clark, CFP, joins us this episode to talk about her career journey as a military spouse, earning the AFC and CFP credentials, working as a base financial counselor, and ultimately launching her own financial planning firm. As a longtime military spouse and financial counselor for military families, Andie brings a wealth of knowledge and experience to this interview. In this interview she shares her career journey, how being an AFC helped her develop critical soft skills working with clients, what ultimately drove her to launch her own practice, and many of her favorite resources along the way. Andie’s career path shows what might be possible for you too!

https://thetablefinancialplanning.com/

  continue reading

59 episodes

Artwork
iconShare
 
Manage episode 307888729 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.

Andrea Clark, CFP, joins us this episode to talk about her career journey as a military spouse, earning the AFC and CFP credentials, working as a base financial counselor, and ultimately launching her own financial planning firm. As a longtime military spouse and financial counselor for military families, Andie brings a wealth of knowledge and experience to this interview. In this interview she shares her career journey, how being an AFC helped her develop critical soft skills working with clients, what ultimately drove her to launch her own practice, and many of her favorite resources along the way. Andie’s career path shows what might be possible for you too!

https://thetablefinancialplanning.com/

  continue reading

59 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide