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Wicked Pissah Podcast

#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership

Jan 9, 2024
45:05

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

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