Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent broker-dealer and her plans to lead FPA and advance the financial planning profession.
Stay tuned to hear our conversation.
https://www.linkedin.com/in/claudiacypherkane/
https://www.raymondjames.com/claudiacypherkane
https://www.financialplanningassociation.org/about/board/claudia-cypher-kane
#FinancialFrontiers
#ClaudiaKaneJourney
#FPA2024
#IndependentBrokerDealer
#BeaconWealth
Financial Planning Association (FPA)
Claudia Kane
Beacon Wealth Strategies
Personal Struggles
Financial Advisory Practice
Wirehouse to Independent Broker-Dealer
Leadership in Financial Planning
2024 National President
Career Journey
Financial Industry Insights
Wicked Pissah Podcast