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Exploring the world of Financial Planning. Accelerating your career.
Understanding Your Strengths in a Changing Investment Landscape
You're a Financial Planner, Now What?
3 years ago
Understanding Your Strengths in a Changing Investment Landscape
Simon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss his passion for numbers, understanding your strengths as a financial planner, and new trends in the financial planning space.
You're a Financial Planner, Now What?
Exploring the world of Financial Planning. Accelerating your career.
