Melissa a stay at home mom for 15years always had a passion in helping families with their financial plan. She is a Wealth Manager at Confluence Financial Partners here in Venetia. The team is eager to help us with college expenses ( 4 year plan), investing in a second home, retirement and so on. I learned so much about being prepared for my families future! Having a plan and following that! Tune in and listen why Confluence Financial Partners is an investment team that puts your family first!!
check them out on www.confluencefp.com
Create your
podcast in
minutes
It is Free