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Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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#251 - Paul Gaudio-President NexGen FPA-Client guidance and network expansion opportunities.

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Manage episode 489497220 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Paul Gaudio Host Michael Connaughton is joined by Paul Gaudio.

Paul is a CFP® and Client Advisor at Crestwood Advisors with 8 years of experience helping individuals and families make smart choices with their money. Paul is passionate about guiding clients through life & financial complexities with clarity and care. He also serves as the President of NexGen for FPA New England, where he supports the growth and development of emerging professionals in the financial planning community, and works to expand the efforts of the Financial Planning Association through networking events and webinars. They discuss:  Paul’s background and career journey.  His experience as President of NexGen for FPA New England.  Partnerships he’s formed and upcoming events.

And much more.

Contact Paul: Linkedin: https://www.linkedin.com/in/paul-gaudio-cfp%C2%AE-a5787aa6/

  continue reading

151 episodes

Artwork
iconShare
 
Manage episode 489497220 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Paul Gaudio Host Michael Connaughton is joined by Paul Gaudio.

Paul is a CFP® and Client Advisor at Crestwood Advisors with 8 years of experience helping individuals and families make smart choices with their money. Paul is passionate about guiding clients through life & financial complexities with clarity and care. He also serves as the President of NexGen for FPA New England, where he supports the growth and development of emerging professionals in the financial planning community, and works to expand the efforts of the Financial Planning Association through networking events and webinars. They discuss:  Paul’s background and career journey.  His experience as President of NexGen for FPA New England.  Partnerships he’s formed and upcoming events.

And much more.

Contact Paul: Linkedin: https://www.linkedin.com/in/paul-gaudio-cfp%C2%AE-a5787aa6/

  continue reading

151 episodes

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