Cole Leonida, CFP®Oct 25, 20184 minReal Financial AdvisorsNowadays, it seems like everyone that is in the financial services industry stakes claim to being a "financial advisor."
Alex Leonida, CFP®, CIMA®Sep 13, 20183 minIt's A MessI feel compelled to drop a truth bomb. Ready, here it is: America is absolutely terrible when it comes to saving money!
Alex Leonida, CFP®, CIMA®Aug 6, 20183 minAll The FeelsYounger generations invest with a sense of purpose. They would prefer to invest in industries and companies that align with their values.