Show notes
In this episode we have guest speaker, Rob Woodard, 28 year CFP from Charles Scwhab join us and discuss what what the roles of a certified Financial planner are, who qualifies, how they monitor your investments and investment philosophies amongst many other topics.
if you have a day have any questions or would like to get into contact with Rob personally, myself, Gordon Chavez, or Rubit Ramos can be contacted at the link provided below: