Episode 138 - Brian Portnoy, CFA®, Shaping Wealth
Jan 17, 2023
46:11
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FPA Massachusetts Past President Jeff Tomaneng is joined by educator, entrepreneur, writer, and investor, Brian Portnoy, CFA®. Brian is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money, combining science and story to show people how to underwrite a meaningful life through "Funded Contentment."
