Shruti Joshi
President of Facet, leading efforts to democratize financial wellness for millions of Americans and sharing strategies for holistic financial planning.
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Jun 3, 2024 • 54min
Shruti Joshi: Get Good With Money, Achieve Financial Zen With Personalized Financial Planning | Finance E293
Shruti Joshi, President of Facet, discusses democratizing financial wellness, holistic financial planning, importance of fiduciaries, AI in financial planning, and the role of Certified Financial Planners in disrupting the industry.
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