How I Invest: A look inside a CFP's portfolio
Update: 2024-08-21
Description
Have you ever wondered what is inside your CFP's portfolio? Today we are pulling the curtain back into the personal investment strategies of our founder and CEO, Brian Colvert, CFP® Join us as he shares his insights on balancing risk, asset allocation, and the importance of having a diversified portfolio, while also exploring innovative investment opportunities and the principles guiding his financial decisions.
Detailed notes:https://www.bonfirefinancial.com/cfp-portfolio
To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com
Disclosure: https://www.bonfirefinancial.com/disclosure/
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