Shows
Lady MoneyCommon Financial Mistakes -- an interview with advisor Frances HarkinsGuest – Frances Harkins, CFP, AIF www.wheelsupwealthinc.com Frances Harkins is a CERTIFIED FINANCIAL PLANNER™ professional who has helped Bay Area families, individuals and business owners understand and solve their financial concerns since 2000. Working with those in a variety of professional fields, Frances devotes her time to developing long-term, trusting relationships with every client. In her position as Director of Financial Planning at Wheels Up Wealth, Frances takes pride in helping women gain greater confidence in money matters. In doing so, her goal is to help these clients feel empowered to effectively manage their financial resources.Host –...2021-09-0139 min