Carla Brown

In this discussion, Carla Brown, President of the Personal Finance Society and CEO of Oakmere Wealth Management, shares insights on shaping the future of financial planning. She highlights the essential skills gap, emphasizing the importance of relationship-building alongside technical know-how. Carla addresses the surge of young talent but stresses the need for more women in the field. Key initiatives like PFS webinars are spotlighted as tools to inspire and educate the next generation of planners, paving clearer pathways for aspiring professionals.