Latest / Life. Money. You.® Podcast
S1|E34: A Personal Story: Kristi's Path to Becoming a Financial Planner
Join Bjorn as he welcomes friend and colleague, Kristi Mertens, Managing Director of BCU Wealth Advisors to talk about how shehas gotten to where she is. Kristi talks about starting out as a financial planner in a small town, why she pursued her CERTIFIED FINANCIAL PLANNER™ designation, and why she loves helping people reach their financial dreams.
If you are looking for financial help or support, please subscribe to the Life. Money. You. Program for free at LifeMoneyYou.com. #financialwellbeing #certifiedfinancialplanner #financialhealth #financialwellbeingforall
This discussion involves…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.