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From Independence to Empowerment: Guiding Retirees with Adam Spiegelman, CFP®
Автор: Gavin – Evolving Influence
Загружено: 2025-10-03
Просмотров: 150
Описание:
In this episode, host Sophie Hanneken is joined by Adam Spiegelman, founder and wealth advisor at Spiegelman Wealth Management. They explore his firm’s recent transition from a large financial network to independence, the challenges and opportunities Adam faced in the process, and how he empowers his retiree clients to spend with confidence.
Get in touch with us:
Email: [email protected]
Website: https://evolving-influence.com/gavin-fi/
Get in touch with Adam:
Website: spiegelmanwealth.com
Email: [email protected]
LinkedIn: / adamspiegelman
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