The Women in Finance series continues! Hear from experts and connect with our financial partners – build your network! Q&A with Heidi ~ Can you share a brief bio? Where are you working now? I have had a few different finance careers over the past 20 years. I started in investment consulting, working with large institutional clients. From…Continue Reading Women in Finance ~Heidi Goertzen, CFP®
Tag: financial planning
Women in Finance ~ Victoria Lugli
The Women in Finance series continues! Hear from experts and connect with our financial partners – build your network! What led you to Finance? Finance has always captivated my interest due to my natural affinity for numbers and my exceptional skills in mathematics. During my college years, I pursued a major in business administration, and it was during…Continue Reading Women in Finance ~ Victoria Lugli
Women in Finance ~ Cyndi Thompson
The Women in Finance series continues! Hear from experts and connect with our financial partners – build your network! ~Contributed by Cyndi Thompson “It’s hard to be what you can’t see.” ― Marian Wright Edelman What led you to Finance? My parents both came from homes with little to no financial literacy. It had a devastating impact on their…Continue Reading Women in Finance ~ Cyndi Thompson
Women in Finance: Stephanie Gularte
Women in Finance~ New Pamplin Education series ~Contributed by Stephanie Gularte Women have innate skills that make them ideal financial advisors. What is your role with the Women’s Leadership Alliance? The WLA is a nonprofit organization and as its Executive Director, my responsibility is to further our mission to attract and engage more women into the Financial…Continue Reading Women in Finance: Stephanie Gularte
Women in Finance: Erica Mathews
Women in Finance~ New Pamplin Education series ~Contributed by Erica Mathews Just know, you can’t do it all, but you can do a lot with proper discipline and faith What led you to finance? Finance is my second career. For about 8 years, I was an interior architect. Providing a high level of service, attention…Continue Reading Women in Finance: Erica Mathews
MoneyGeek.com taps Dr. Brian Adams for Expert Insights
“Should I Pay off My Mortgage?” and “How to Start Saving and Investing?”MoneyGeek.com asks Dr. Brian Adams, University of Portland Pamplin School of Business Associate Dean, Graduate Programs and Finance Professor, to provide expert insights. Should I Pay Off My Mortgage or Invest the Money? | MoneyGeek.com https://www.moneygeek.com/financial-planning/resources/start-saving-and-investing/#expert=dr-brian-j-adams…Continue Reading MoneyGeek.com taps Dr. Brian Adams for Expert Insights