Manage episode 327573437 series 2446836
Being a part of the Latinx community, we come from countries where many of the options that we have here in the U.S. do not exist, It is no different in regards to financial professions and services. What may exist in the U.S. doesn’t necessarily exist in our respective countries.
The different types of financial professions has been growing and so has our need to understand them. My main goal for this episode is to provide you with the necessary information about what they do or don't do so you can make the best choice for you given your unique circumstance.
What you'll learn about in today's episode:
- The significant details behind 10+ different types of financial professions
- Other providers of services and education
- Some things to consider and keep in mind when choosing to work with a financial professional