Tune In to Catalina on the 2050 Trailblazers Podcast

Catalina Franco-Cicero was recently a guest on the 2050 Trailblazers Podcast with Rianka Dorsainvil. She spoke about her own journey and her passion for making financial planning accessible to all. We invite you to listen to the whole episode here.

“It doesn’t look like other firms…”

Toward the end of the podcast, Rianka mentioned that from our website alone, it is obvious that we stand out. Catalina spoke about the diversity of everyone in our firm — and our common goals. We all bring different cultural perspectives that let us truly connect with our clients.

“We are a teaching firm…”

Catalina also pointed out that we are committed to sharing our knowledge with our clients and the next generation. But also with each other. Constructive conversation is very much encouraged at our firm. And we learn from one another, from senior to junior advisors. We know we all bring fresh ideas from various backgrounds.

Thank you to Rianka for having Catalina on your show and to both of you for speaking so highly about our firm. To learn more about how we serve our clients, contact us anytime.

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