Jul 19, 2021
In this episode, Steve talks with Charlie Weidman, Managing Partner at Heritage Financial Counselors in Bedminster, New Jersey.
After 15 years on Wall Street, Charlie wanted to make an impact for everyday people. So, he set out to launch his own firm. But before opening his doors, Charlie immersed himself in the...
Jul 5, 2021
In this episode, Steve talks with Akemi Dalvi, CPA, CFP from Kondo Wealth Advisors about serving a niche community and fostering meaningful multi-generational conversations.
After graduating college with a degree in accounting, Akemi did what many other graduates do: she joined a big four firm. Craving more meaning and...