From Independence to Empowerment: Guiding Retirees with Adam Spiegelman, CFP®

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