In this episode, Shannon sits down with Priya Malani, founder of Stash Wealth, to explore her unconventional journey into wealth management and how she’s redefining financial planning for young professionals. From her early days at Merrill Lynch to nearly pursuing medical school, Priya shares how personal experiences and a passion for helping others shaped her entrepreneurial path. The conversation highlights the importance of character in the financial industry and why building trustworthy, human-centered services matters more than ever.
