Defining Investing Success: Goals, Asset Allocation, Diversification, and Consistency with John Shanley, CFP On The Girl Doc Survival Guide, Christine interviews John Shanley, CFP, Partner and Managing Advisor at Connecticut Wealth Management, who shares how he connected with founders Dennis Horrigan and Kevin Leahy, and sought a fiduciary approach where client and firm interests align. Christine discloses Shanley is her family’s advisor and frames the episode for physicians who want to plan ...