This week AFSPA Talks Financial Planning and Wealth Management with Greg Klingler, COO and VP, Wealth Management at GEBA. Greg holds a number of designations and licenses, including Certified Financial Planner, Certified Plan Fiduciary Advisor, and the Chartered Federal Benefits Consultant Designation. You can learn more at www.gebawealth.com
Disclaimer:
Securities offered by Cape Securities Inc, Member FINRA, SIPC.
Managed money offered through Cape Securities Advisory.
Past returns do not guarantee future results. The views expressed within this podcast should not be considered a personalized recommendation. If you desire specific recommendations, please contact a financial advisor who will consider your financials, risk tolerance and investment time horizon prior to advising on potential solutions.