Philotimo Wealth

Por: CJ Stevens, CFP® at Philotimo Wealth Management
Philotimo (fee.low.tee.mo)
Definition: "Friendship and Honour"

At Philotimo Wealth Management, our client relationships are built on friendship and honour. We value giving our clients the foundation they need to achieve their goals. CJ Stevens is a CFP® professional proudly serving 400+ families working and alongside them to learn and grow.

Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc. Content is solely the work of CJ Stevens for the private information of his clients. Views and recommendations expressed are his own.
10 episodios disponibles

Latest episodes of the podcast Philotimo Wealth