Finance

Financial Planning: Helping Real Families Build Real Wealth

Hosted by Angela Rodriguez · Certified Financial Planner at Independent Practice

3 hoursOakland, CA (Independent office)Up to 2 studentsAge 15 yrs

About this experience

Angela will show you what fee-only financial planning looks like in practice. You will observe a client meeting, see how she builds a financial plan, and understand the difference between fiduciary advisors and commission-based salespeople. She will share why she left corporate finance to start her own practice and what the career path into CFP looks like.

Safety information

Client confidentiality applies. No photography of client materials.

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