financialadvisor Archives

Morgan Lemaitre, Co-Founder of ‘Park City Family Office’ shares how to foster accountability and financial literacy in kids

December 10, 2025February 23, 2022

What can be done now that will teach your child how to be capable in navigating important financial decisions? Morgan Lemaitre, CFP® Co-Founder of Park City Family Office has 3 … View Details

Saira Fatah, Founder of River Oaks Business Solutions LLC & A first-generation immigrant to US shares her success story!

June 8, 2021June 6, 2021

Today, we have the pleasure of interviewing Saira Fatah, Founder of River Oaks Business Solutions LLC. Starting in the banking industry with JP Morgan Chase and Citibank. Saira has been in … View Details

Never allow anyone to put limits to what you can accomplish in life – says Tanya Ward, Owner of Alief Financial Services LLC!!

December 10, 2025April 21, 2021

Today, we have the pleasure of interviewing Tanya Ward, owner of Alief Financial Services LLC and a nonprofit organization called Dinkys Angels Inc. Hi, Great to have you with us today! … View Details