About The CWA Story with Julian Heron
In this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke welcome special guest Julian Heron. They discuss the founding of Credentialed Wealth Advisors, a financial planning firm started by Julian and Roy in March 2021. The conversation explores their professional backgrounds, how they first met—surprisingly, in Romania despite both being based in Colorado—and their journey in building a successful financial advisory firm. Tune in for insights on financial planning, business partnerships, and personal growth in the industry.
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The skinny
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