Being of service with Kleo Curry

Being of service with Kleo Curry

Update: 2023-06-12
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Today we meet Kleo Curry, Certified Financial Planner at UBS. The ladies discuss Kleo learning from her grandfather, our responsibility of being of service, leaving political science for the finance industry, and the importance of representation. Kleo also tells us what keeps most of her clients up at night and shares an interesting statistic. They also dive into diversifying your assets, and having the “death” talk with her husband. 


LinkedIn: linkedin.com/in/kleo-curry-0049795
Website: ubs.com/team/potomacwealthgroup 

Kleo@ubs.com


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00:25 - introductions

00:56 - guest introductions 

02:16 - Kleos childhood goals 

05:14 - transitioning into the financial industry 

11:15 - advice for people on their wealth journeys

18:47- framing our lives into three buckets 

22:45- impact on the black community 

28:28- how do you approach asset allocation 

32:10 - impacts of not working with financial professionals 

34:30 - getting started on a financial journey now 

37:30- areas that are overlooked 

43:20 - Outro 



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Being of service with Kleo Curry

Being of service with Kleo Curry

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