Jan. 9, 2024

#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership

#184 -  2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership

Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent...

Apple Podcasts podcast player badge
Spotify podcast player badge
Castro podcast player badge
RSS Feed podcast player badge
Apple Podcasts podcast player iconSpotify podcast player iconCastro podcast player iconRSS Feed podcast player icon

Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent broker-dealer and her plans to lead FPA and advance the financial planning profession.

Stay tuned to hear our conversation. 

 https://www.linkedin.com/in/claudiacypherkane/

 https://www.raymondjames.com/claudiacypherkane

 https://www.financialplanningassociation.org/about/board/claudia-cypher-kane

 

#FinancialFrontiers

#ClaudiaKaneJourney

#FPA2024

#IndependentBrokerDealer

#BeaconWealth

 

Financial Planning Association (FPA)

Claudia Kane

Beacon Wealth Strategies

Personal Struggles

Financial Advisory Practice

Wirehouse to Independent Broker-Dealer

Leadership in Financial Planning

2024 National President

Career Journey

Financial Industry Insights