43 min listen
184 - EXPERT Charlotte Geletka "Do you want a rewarding and meaningful career?"
184 - EXPERT Charlotte Geletka "Do you want a rewarding and meaningful career?"
ratings:
Length:
40 minutes
Released:
Nov 11, 2022
Format:
Podcast episode
Description
On this week's episode of Future Rich, Barbara Ginty interviews Charlotte Geletka, CFP® CRPC® and Managing Partner and Financial Advisor at Silver Penny Financial based in Atlanta, Georgia.As an experienced investment advisor representative Charlotte is more of a financial coach than anything else, committed to helping her clients get to a point where they can stop worrying about their financial future. She works hard with them to simplify their financial lives, get their financial houses in order, and create a clear path to their retirement goals—whether retirement is right around the corner or in the distant future.Charlotte was also recently named one of the 100 Top Financial Advisors of 2022 on Investopedia.In this pod, Charlotte shares the inspirational road she took to become a CFP and Business Owner, why financial wellness matters so much, and her thoughts on being a CFP in today's financial climate. Find Charlotte HERE. Learn more about Silver Penny Financial HERE.Thank you to Athletic Greens for sponsoring Future Rich. If you want to give it a try, Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase. All you have to do is visit athleticgreens.com/futurerich.Again, that is athleticgreens.com/futurerich to take ownership over your health and pick up the ultimate daily nutritional insurance!Follow us on Instagram.Thanks for listening!Barbara Ginty | Home | Future Rich Podcast
Released:
Nov 11, 2022
Format:
Podcast episode
Titles in the series (100)
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