Benefits Of Utilizing A Certified Financial Planner™ Boomers Today podcast

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Benefits of Utilizing a Certified Financial Planner™

1+ y ago 30:55

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Contenido proporcionado por Boomers Today. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Boomers Today o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

RJ Devick, Partner, is a CERTIFIED FINANCIAL PLANNER™ and has been a financial advisor for more than 25 years, specializing in investment management, sustainable, responsible and impact (SRI) investing, and retirement planning. RJ joined Penny Bond & Associates in 1993 and became partner of Bond & Devick in 2001. RJ received the Cetera “Quality of Life Award” for his commitment to the profession, his clients, and his volunteer activities. Currently, RJ is on the University of Minnesota Adoption Medicine Clinic Advisory Board, The People Serving People Board, and a member of The Minneapolis Foundation’s Professional Advisory Committee. He is also mentoring businesses through his affiliation with the Minnesota Black Chamber of Commerce.
Sponsor: www.SeniorCareAuthority.com

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422 episodios

#Careers #Fitness #Business #Boomers Today

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Benefits of Utilizing a Certified Financial Planner™

published 1+ y ago

Compartir

MP3•Episodio en casa

Contenido proporcionado por Boomers Today. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Boomers Today o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

RJ Devick, Partner, is a CERTIFIED FINANCIAL PLANNER™ and has been a financial advisor for more than 25 years, specializing in investment management, sustainable, responsible and impact (SRI) investing, and retirement planning. RJ joined Penny Bond & Associates in 1993 and became partner of Bond & Devick in 2001. RJ received the Cetera “Quality of Life Award” for his commitment to the profession, his clients, and his volunteer activities. Currently, RJ is on the University of Minnesota Adoption Medicine Clinic Advisory Board, The People Serving People Board, and a member of The Minneapolis Foundation’s Professional Advisory Committee. He is also mentoring businesses through his affiliation with the Minnesota Black Chamber of Commerce.
Sponsor: www.SeniorCareAuthority.com

… continue reading

422 episodios

#Careers #Fitness #Business #Boomers Today

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