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Ryan Savage CFP®, Savage and Associates- Planning for the long term
Manage episode 357424512 series 2895276
Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Episode 87 - Having grown up around the business, Ryan has long desired to join Savage and provide his clients with the best service and expertise possible. After graduating from Michigan State University, Ryan began in 2019 and worked alongside his father, Sean. Ryan is focused on serving the next generation of Sean’s clients while building his practice. His focus is to help clients develop the financial skills necessary to allow for successful planning over the long term. In May of 2022, Ryan achieved CFP® certification, the standard of excellence in financial planning. By Achieving CFP® certification, Ryan has demonstrated expertise and is committed to serving his clients to the highest standard.
Learn more about Ryan Savage here: https://savageandassociates.com/ryan-savage/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
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