• We Wish You Wealth Episode 13 - Financial Planning w/ Rob Woodard

  • Mar 16 2024
  • Length: 59 mins
  • Podcast

We Wish You Wealth Episode 13 - Financial Planning w/ Rob Woodard

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  • Summary

  • In this episode we have guest speaker, Rob Woodard, 28 year CFP from Charles Scwhab join us and discuss what what the roles of a certified Financial planner are, who qualifies, how they monitor your investments and investment philosophies amongst many other topics.


    if you have a day have any questions or would like to get into contact with Rob personally, myself, Gordon Chavez, or Rubit Ramos can be contacted at the link provided below:


    TikTok.com/@dolla_sign_dani

    tiktok.com/@gordon.chavez

    tiktok.com/@rubitramos_
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