Military Financial Advisors AssociationCoaching vs advice? Why is this distinction so important? In a word–regulation.
Anyone can give financial advice, for free (you get what you pay for).
Once you hold yourself out as a coach, advisor, counselor, or any other position for which you receive compensation, then you need to be mindful of what advice you’re giving, and whether you’re properly licensed. Don’t mess this up as it can get you in hot water.
We provide tailored financial advice for military personnel and their families. Whether you’re starting your career, transitioning to civilian life, or planning for retirement, we’ve got you covered.
I’m excited to welcome Dan Huffman on the podcast today. He is the founder of Cornerstone Financial Planning, a fee-only RIA based in CO. His
I’m excited to welcome Ryan Guina on the podcast today. He is the founder of the Military Wallet, one of the longest running and most
I’m excited to welcome Valerie Rivera on the podcast today. She is the founder of First Gen Wealth, an RIA specializing in no shame, no
