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In our recent episode of the Virtual U.S. Financial Advisors podcast, we feature Jessica Medina, a former lawyer who became a successful accredited financial counselor. Jessica shares her background in law and regulation and how it has shaped her approach to financial counseling. She highlights the…
Kyle Beckhusen joins us in our recent Virtual U.S. Financial Advisors podcast episode. He started his college career in engineering but switched to a major in finance after realizing his passion for numbers and people. Kyle interned with a Fortune 500 company for two years, which then led to a job …
Discover Morgen Rochard's captivating journey from a pre-med student to a successful financial advisor and Bitcoin enthusiast in our latest Virtual U.S. Financial Advisor podcast episode. Rochard takes us through her career, life planning, and the ever-evolving world of Bitcoin. As a passionate…
How do you make sure your business exit is a success?  We discussed this important question and more in this episode of the Virtual US Financial Advisor Podcast with Ray Croff, CEO of Mobius Financial Advisors. Ray Croff talks about how important your team is when you plan to leave your busin…
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