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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...
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
