Episode 177 Future Proof Conversations: Colleen Jaconetti

The Advisor Lab by CION
14/10/2025 10 min Temporada 1 Episodio 176
Episode 177 Future Proof Conversations: Colleen Jaconetti

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Episode Synopsis

Colleen Jaconetti, CPA, CFP, is a Senior Manager at Vanguard Investment Advisory Research Center. Host Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Colleen at Future Proof Festival for her insight on how advisors can elevate their financial planning with tactical, behavioral finance coaching.

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