James Brewer on Financial Advising

In this final week of Financial Literacy Month I am pleased to introduce you to my dear friend, James Brewer, MBA, CDFA®, CFSLA, CFP®! James is the founder of Envision Wealth Planning, is regularly featured in the media for his financial expertise, is a Forbes contributor, and supports socially responsible investing.

Join us below to hear my conversation with James. I look forward to receiving your comments and questions.

Inputs to Action: Episode 13

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