DiscoverThe Advisor Lab by CIONEpisode 177 Future Proof Conversations: Colleen Jaconetti
Episode 177 Future Proof Conversations: Colleen Jaconetti

Episode 177 Future Proof Conversations: Colleen Jaconetti

Update: 2025-10-14
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Colleen Jaconetti, CPA, CFP, is a Senior Manager at Vanguard Investment Advisory Research Center. Host Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Colleen at Future Proof Festival for her insight on how advisors can elevate their financial planning with tactical, behavioral finance coaching.

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Episode 177 Future Proof Conversations: Colleen Jaconetti

Episode 177 Future Proof Conversations: Colleen Jaconetti

CION Investments