4. Working with a Financial Advisor w/ Brianne Soscia, The Financial Yogi

Brianne Soscia is a Certified Financial Planner and Financial Advisor who specializes in working with families, individuals, and business owners in the areas of retirement planning, investment management, and college savings. She’s also known as The Financial Yogi. On this episode of CFO at Home Brianne and Vince discuss when individuals should seek professional advice on their finances, qualifications you should look for in a financial professional, what you should know before you engage a financial advisor and more.

• Recommended resources:
• • Books 
  • • The Millionaire Next Door - Tom Stanley
    • Smart Women Finish Rich - David Bach
    • Think and Grow Rich - Napoleon Hill

• Ways to contact/follow
• • @TheFinancialYogi - Facebook
  • https://www.linkedin.com/in/financial-yogi - LinkedIn
  • www.financial-yogi.com