How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
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Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Demystifying Financial Planning
Manage episode 444995424 series 1007475
コンテンツは Business Innovators Radio Network によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Business Innovators Radio Network またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s aspirations and objectives.
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.
Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.
Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc
Learn More: https://www.investherfiduciarysolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-demystifying-financial-planning
…
continue reading
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.
Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.
Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc
Learn More: https://www.investherfiduciarysolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-demystifying-financial-planning
1022 つのエピソード
Manage episode 444995424 series 1007475
コンテンツは Business Innovators Radio Network によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Business Innovators Radio Network またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s aspirations and objectives.
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.
Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.
Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc
Learn More: https://www.investherfiduciarysolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-demystifying-financial-planning
…
continue reading
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.
Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.
Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc
Learn More: https://www.investherfiduciarysolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-demystifying-financial-planning
1022 つのエピソード
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