Changing Narratives in the Profession

Changing Narratives in the Profession

Diane Bourdo, CFP®, is the president of The Humphreys Group, a women-owned and women-operated wealth management firm. A proud feminist, as she states in her Twitter bio, Diane is passionate about the role of women in the profession, as well as the perception of women...
Designing the Life You Want

Designing the Life You Want

Roger Ma is a CFP®, revenue intelligence analyst at Google, and author. He’s also worked as an investment banker and dabbled in real estate. In our latest episode of YAFPNW, Hannah and Roger discuss blending personal finances and careers, the inspiration for his book, working multiple jobs, and more.

Sustainable Investing and How to “Do Better”

Sustainable Investing and How to “Do Better”

Sonya Dreizler is a financial services consultant, author, and impact investing speaker. In our latest episode of YAFPNW, Sonya discusses how she got into sustainable and impact investing, what they mean, and what inspired her Do Better series in the wake of the #MeToo movement.

Successful Planning Partnerships and Work/Life Balance

Successful Planning Partnerships and Work/Life Balance

What do you do when the job opportunities out there aren’t quite right for you? If you’re investment advisor Nina O’Neal, it’s simple: create your own. In this latest episode of YAFPNW, Nina shares how she got into financial planning, what makes a successful partnership, the reality of work/life balance, and more.

Real Work and the Secret Society of Financial Planners

Real Work and the Secret Society of Financial Planners

Carl Richards of New York Times Sketch Guy fame needs no introduction. As a former financial planner and current columnist, author, and speaker, Carl had lots to share with Hannah about what the “real work” in our profession, the beauty of simplicity, and why we need to focus on understanding problems rather than offering solutions.