Your Upbringing and Your Career as a Financial Advisor

Jim Cevallos: I think that a lot of your upbringing and your personality have a lot to do early on with how you are with your finances. He says his parents were frugal, so they didn't spend money elaboration. His dad was a finance guy at a hospital; he grew up in upper middle class Michigan. "I learned from early on in my early 20s that that's sort of the way to invest,"Cevallos says.

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