Listen "Season 1, EP3: Thriving Through Community"
Episode Synopsis
Alex Davis is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ Professional, Licensed Life, Health, & Annuity Agent, and Amazon Best Selling author, but above all, she identifies as a legacy builder. After a decade of serving high-net-worth individuals and small business owners in public accounting, she faced burnout, missed valuable family time, and felt she was not fulfilling her purpose. This realization led her to leave a secure six-figure financially rewarding but soul-draining career. She established AGA Tax and Consulting Services LLC, a boutique firm specializing in tax and financial coaching for entrepreneurs. The firm's mission is to assist entrepreneurs in building wealth through strategic financial planning and transforming their relationship with money. In this episode Dr. Kim & Alex discuss: Importance of Community in Entrepreneurship Building a Mental Wellness Toolbox Business is personal, take care of self Contact Alex at [email protected] and follow her on Instagram and LinkedIn Credits Host: Dr. Kimberly Grocher PhD, MA, LCSW, ACC, RYT Guest: Alex Davis, CPA, CFP®️ Music: Gregory Brooks, Jr. Sound Engineer: Hitz Muzic Group, LLC
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.