Author: Cassie Powers

Finalist founded her RIA at just 29 years old

InvestmentNews Awards 2024, Advisor of the Year (Regional – Southwest): Jenna Biancavilla, Pearl Capital Management, Svvy® Jenna Biancavilla’s career could have looked differently today had she pursued the healthcare industry. Despite going to school for pre-med and volunteering in hospitals as a young freshman out of college, blending her passion for science and math, she… Continue reading Finalist founded her RIA at just 29 years old

🎙️ Podcast: Wings of Inspired Business with Melinda Wittstock: Podcast Episode #908

(Click Here) Listen NOW to Episode #908 Podcast  

Financial Planning: A Beginner’s Guide

GOBankingRates reached out to financial experts about how to create a financial plan, and many of them referenced the six steps in the financial planning process, according to the Certified Financial Planner Board of Standards. Here’s what those steps are and how the experts suggested navigating them. What Is Financial Planning? According to the CFP… Continue reading Financial Planning: A Beginner’s Guide