Financial Literacy with Marielle Schurig, CFP®, CDFA Vice President - Wealth Management at UBS Financial Services
Welcome to Season 3 of the Next Peak Podcast, where we help you redefine what success looks like for you and share strategies, tools, and stories to help you climb your next peak.
Today Marielle Schurig joins Clint Herndon to help redefine how we see finances and wealth management. Marielle is a Wealth Advisor, Speaker, and Educator and featured in Bloomberg, USA Today, On Wall Street, and more. She is the also the Vice President of Wealth Management at UBS Financial Services. Marielle's top 3 tips to redefine success for yourself financially are:
Connect with Marielle on LinkedIn
Marielle's book recommendations:
If you got something out of today's episode, please subscribe, share it with a friend and leave us a review. You can find us on www.nextpeakpodcast.com. If you want to connect with Dr. Parker Houston, you can find him at www.leadyoufirst.com. Sign up for his weekly blog to receive some research-based tools that will help you transform your work and your life.
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