The Funding University | Where Business Learns About Funding
Business:Investing
TFU 010: Preston Zapffe - A cautionary tale about becoming married to your income level| The Funding University With Seth Block
Preston Zapffe, CFP® is the Principal at Family CFO, a multi-family office focusing on education and support for entrepreneurs, small business owners and modestly wealthy families who are trying to navigate their own financial journeys. (www.famcfo.com)
Preston is also passionate about his volunteer work with the Financial Literacy Foundation. The Foundation delivers education and counseling to workplaces who value providing financial wellness as art of their employee benefits. When employers provide this service to their staff, they give a parallel program to the school, church or community organization of their choice. (www.fin-lit.org)
Prior to founding Family CFO, Preston worked in corporate finance and strategy with The Bush Institute, Children's Health System, PwC's Finance Effectiveness group, Accenture's Financial Services consulting group and Ernst & Young's Finance Transformation group where he advised over 20 Fortune 500 clients. Preston earned his B.S. in Math and Management of Technology with a concentration in Organizational Development from Vanderbilt University School of Engineering. He has a Certified Financial Planner designation and is a level 2 candidate for Charted Financial Analyst.
He is a lifelong student of personal finance and behavioral economics, and applies that knowledge and passion toward helping improve the lives of others.
About The Funding University:
The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.
Visit The Funding University: https://www.thefundinguniversity.com
Get Access To:
1. Blog: https://www.thefundinguniversity.com/blog
2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe
3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass
4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
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