69. Guiding Women in Tech to Success with Danika Waddell, CFP®, RLP®, CSLP®, President & Founder of Xena Financial Planning

Joining us today In The Suite is Danika Waddell. Danika is the President and Founder of Xena Financial Planning, a fee-only financial planning firm working with women in the tech…

Continue Reading69. Guiding Women in Tech to Success with Danika Waddell, CFP®, RLP®, CSLP®, President & Founder of Xena Financial Planning

68. Blazing the Fee-Only Financial Planning Trail for Women with Dr. Karen C. Altfest, Ph.D., CFP®, Principal Advisor & Executive Vice President, Altfest Personal Wealth Management

We are so honored and excited to have the iconic Dr. Karen Altfest In the Suite! Karen is a Principal Adviser and executive vice president at Altfest Personal Wealth Management,…

Continue Reading68. Blazing the Fee-Only Financial Planning Trail for Women with Dr. Karen C. Altfest, Ph.D., CFP®, Principal Advisor & Executive Vice President, Altfest Personal Wealth Management