In this episode of Agent of Wealth Podcast, you will meet Victoria Finlay, a financial advisor at Bautis Financial. Victoria studied financial planning at Virginia Tech University and has been working at Bautis Financial for about a year.
In this episode, you will learn:
- What the first year of work at a financial advising office looks like
- How Victoria has transitioned from student to advisor
- Victoria’s recommendations for saving for university for multiple children in your family
- How Victoria has worked with clients at Bautis Financial to help them reach their financial goals
- What goes into getting the CFP® designation
- And more!
Tune in to this episode of the Agent of Wealth Podcast to get to know Bautis Financial’s Victoria Finlay!
Resources: Bautis Financial