Episode 27: Navigating Financial Storms
What if your financial advisor truly understood your life—not just your money? In this episode of Sterling Insights, Roger sits down with Melissa Bouchillon, Co-Founder of SoundView Wealth Advisors and a Certified Financial Planner with over 20 years of experience. Together, they explore the power of holistic financial planning, sharing valuable insights and practical tips for building lasting wealth across generations. Melissa draws from her extensive background in both education and finance to discuss the pitfalls of product-driven advice, the need for planning that evolves, and how trust…
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