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BroadcastPodcast 045 Lara Dalton

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Content provided by Broadcast Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcast Podcast 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.

Lara Dalton is a wealth advisor at Waldron Private Wealth. In this role, she’s responsible for providing comprehensive wealth planning for clients through customized and integrated trust, estate and multigenerational strategies. In addition, Lara guides the development and implementation of Waldron’s concierge service vision. A Pittsburgh native, and Gateway High graduate, Lara has a B.S. in International Business from Florida International University and a certificate in Financial Planning from Kaplan University and is a Certified Financial Planner Professional.

She talked to us about what women need to consider when it comes to saving and investing, and what it's like being a woman in the (still) male-heavy financial planning industry.

  continue reading

66 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on July 31, 2021 14:06 (3y ago). Last successful fetch was on May 15, 2020 13:08 (4+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 213077662 series 1519967
Content provided by Broadcast Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcast Podcast 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.

Lara Dalton is a wealth advisor at Waldron Private Wealth. In this role, she’s responsible for providing comprehensive wealth planning for clients through customized and integrated trust, estate and multigenerational strategies. In addition, Lara guides the development and implementation of Waldron’s concierge service vision. A Pittsburgh native, and Gateway High graduate, Lara has a B.S. in International Business from Florida International University and a certificate in Financial Planning from Kaplan University and is a Certified Financial Planner Professional.

She talked to us about what women need to consider when it comes to saving and investing, and what it's like being a woman in the (still) male-heavy financial planning industry.

  continue reading

66 episodes

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