Episode 138 - Brian Portnoy, CFA®, Shaping Wealth

FPA Massachusetts Past President Jeff Tomaneng is joined by educator, entrepreneur, writer, and investor, Brian Portnoy, CFA®. Brian is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money, combining science and story to show people how to underwrite a meaningful life through "Funded Contentment."

https://www.shapingwealth.com/

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

https://twitter.com/brianportnoy