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02/19/20 – Episode 38 — Financial Planner Versus Wealth Manager: What’s the Difference?

  • Join Esther Szabo and Erik Schei as they share their experience in the financial services industry and the challenge to consumers as they look to select an advisor
  • Discover what to consider when interviewing advisors — and how Gates Pass Advisors sets themselves apart with their planning approach.



Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn