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 profession, spending time with others in the field and solidifying his approach to business. He ultimately committed himself to building a firm rooted in financial planning and value-based leadership.
Charlie talks with Steve about how his personal and professional values guide clients through hardships, how to engage the next generation in financial planning, and what holistic planning really means.
“I believe that if our hearts and our minds are aligned then we’re doing good things. Making the world a better place, serving people with purpose, and not doing what we do with a priority on one’s own self-interest.” ~ Charlie Weidman