Ryan Greiser and Fran Walsh, Wealth Advisors and D1 Athletes: Two Dates and a Dash Podcast Ep. 97

Описание: I’ve worked in the financial industry since 2011. Before that, I obtained my bachelor’s degree from Liberty University. As a CERTIFIED FINANCIAL PLANNER™ , I’m passionate about educating and empowering clients so they can make the most of their wealth. My passion for this work stems from the opportunity to gain new perspectives and insights.

Your wealth is simply a tool that, when utilized correctly, can help ensure your life is filled with the items, experiences and opportunities that matter most to you.

A fiduciary independent Registered Investment Advisor (RIA), Opulus’s mission is to deliver transparent advice that serves your best interests in all aspects of your life — your family, your career and your aspirations. Passionate about technology, we are constantly looking for new ways to enhance our offering. When you work with us, we view our time together as an ongoing collaboration, one that continues to grow and evolve with you, whether you’re looking towards retirement or establishing yourself in a lucrative career.

The size of our firm is intentional. We want to ensure every one of our clients receives the same level of care, attention and service. While we are a smaller firm, we have strategic alliances with a multitude of professionals who offer expertise in a variety of industries such as taxes, law, insurance and banking.

Ryan Greiser: Currently, I live in Doylestown, PA with my wife, Jessica, and two sons. My interests outside of work include traveling with my family, attending football games and firing up the grill for family and friends on the weekend. Beyond Opulus, I am a member of the Maxwell Football Club and Financial Planning Association. I’m also a big Philadelphia sports fan, Go Birds!

Fran Walsh: Growing up, I always knew I wanted to work in the financial industry. I believe financial planning is a great way to help people achieve the lifestyle they always wanted for both themselves, and their family. I am committed to helping people from a variety of backgrounds utilize their wealth to their advantage so they can live a more fulfilling life.

I graduated from Villanova Universities School of Business with a bachelor’s degree in finance. And with enough experience under my belt to qualify for the exam, I am currently pursuing my CFP® designation. In my free time, I love to exercise and go to the beach with my friends and family. Outside of work, I am a member of Team Walsh, the Maxwell Football Club, & a supporter of Athletes Helping Athletes as well as the Bux-Mont Saints. Last & certainly not least... I am avid fan of our beloved Philadelphia Eagles.

For more information about Opulus, please visit www.opulus.us. To listen and subscribe to their podcast, Inside the Path to Success Podcast, please click: https://podcasts.apple.com/us/podcast...