Money & Midlife with Allison Kvikstad - Certified Financial Planner™
This time Rachel meets with Allison Kvikstad - Certified Financial Planner™ to talk about everything Retirement Planning - Saving & Preparing.
Although an unusual topic here in our perry sisterhood it is an IMPORTANT one and one that is often swept under the rug. Women are have often been taught not to talk about money and make it a big topic.
Well we are here to change that!
Allison is a Certified Financial Planner™ and has more than 25 years of professional investing experience. She joined Ellevest from Wells Fargo’s Wealth Management Group in San Francisco. Her career has been focused on…
The skinny
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