A CPA’s Leap into Financial Advising | Meet Ian Beardsley

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
20/01/2025 16 min

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Episode Synopsis

Join us in this episode of Gimme Some Truth as we welcome Ian Beardsley to the Walkner Condon Financial Advisors team! Ian shares his inspiring journey from public accounting to financial advising, highlighting his passion for helping individuals and families. Discover how his global experiences, corporate expertise, and collaborative approach are making a difference in the world of financial planning. Don't miss this engaging introduction to one of our newest team members!

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