In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in the inaugural "Investment Fridays with Brad" episode! Hannah gets to put her fiduciary investment advisor hat on along with her "investment-speak translator" badge, while Brad introduces and dives into how and why Juncture Wealth Strategies is different from other Registered Investment Advisory (RIA) firms out there.
This series will happen every second Friday of the month, and we want to hear your questions! Send them to [email protected] so Hannah and Brad can respond to your questions on the podcast.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift