Melissa Joy recently joined financial planner Cathy Curtis to discuss how a comprehensive financial planner works with clients and the value of independent financial advice. Cathy is a friend of Melissa’s and a financial planner located in Oakland, California. This is a great way to learn what financial planning looks like.
– Why having a passion for investing first helps Melissa and Cathy better serve their clients
– The value of process in a financial advice relationship
– Why you want to work with a financial planner who listens to you
– A plea for more women advisors, black advisors, and advisors of color to join the financial planning profession.
Any opinions are those of Melissa Joy and not necessarily those of RJFS or Raymond James. The information contained in this podcast episode does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.