In this episode, Jessica Matthews, a certified financial planner, Independent Registered Investment Advisor, and certified divorce financial analyst with a brokerage license, talks about smart and comprehensive planning, asset allocation, retirement, and wealth management. Jessica’s specialties are in wealth management, financial planning, investment advisory services, portfolio construction, and asset allocation. To learn more about Jessica Matthews’ objective investment advice and financial guidance, visit https://beaconpointe.com. For more information on financial planning and her investment strategies, go to https://www.linkedin.com/in/jessica-matthews-cfp®-cdfa®-1aaa324a.
Mitchell Levy is the Global Credibility Expert at AHAthat, the first AHA leadership (Thought Leadership) platform on the market for thought leaders, experts and companies to unleash their genius to the world. His passion is helping entrepreneurs, business owners and C-Suite Executives get known as thought leaders & become best-selling authors with the AHA platform. He is an accomplished entrepreneur who has created 20 businesses in Silicon Valley including four publishing companies that have published over 800 books. Mitchell is an international best selling author with 60 business books, has provided strategic consulting to over 100 companies, has advised over 500 CEOs on critical business issues, and has been chairman of the board of a NASDAQ-listed company.
Visit https://www.credibilitynation.com to learn more about the Credibility Nation community.
Visit https://www.ahathat.com/author to learn how you can become an Amazon best-selling author in 4 months.
