A Conversation with Charles Forte Jr., MBA

This week on Pennywise Financial, we're thrilled to welcome Charlie, a 2023 addition to our team as a financial advisor and investment manager who brings a wealth of experience and a truly inspiring story. He isn't just a seasoned individual with an extensive career in corporate finance, he brings an extensive background working with endowments and charitable organizations – he's also a testament to overcoming challenges. We'll be having a heartfelt conversation about his journey, including his visual impairment and the unwavering faith, work ethic, and dedication that have fueled his success.

Dive deep with us as Charlie shares his insights on the ever-evolving financial landscape. We'll explore concepts like the efficient frontier, investment modeling, and strategic asset allocation, while also discussing how access to diverse asset classes has become more accessible than ever before. This episode is a must-listen for anyone seeking inspiration and practical financial knowledge! Tune in to learn more about Charlie and all he has to bring to the table.

#stockmarket #investing #stocks #election #economy #disability #dedication

The following music was used for this media project:

Music: Back Roads In The Afternoon by Justin Allan ArnoldFree
download: ⁠https://filmmusic.io/song/11209-back-...
License (CC BY 4.0): ⁠https://filmmusic.io/standard-license