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Inside Financial Advisor’s Career -  Playing the Long Game

Inside Financial Advisor’s Career - Playing the Long Game

Season 1 Episode 15 Published 1 year, 3 months ago
Description

 Financial Advisor

If you think Financial advisor is only about investing think again. In this episode, Mirav chats with Donna Stefans, a seasoned financial advisor, who breaks down the real job of a financial planner. From protecting your assets to securing your rights, Donna shares invaluable tips on how financial planning supports you from age 18 through retirement—and beyond. This isn’t just about growing wealth—it’s about safeguarding your future at every stage of life. 

Resources

The Stefans Group

U.S. News - How to Become a Financial Advisor

FINRA

U.S. Bureau of Labor Statistics - Financial Advisor

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Music credit: Kate Pierson & Monica Nation

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