Personal Finance Category: CFP blog (certified financial planner)
Workable Wealth
You can learn more about Workable Wealth by clicking the links to their social profiles, articles, or website. If available, we’ve shown excerpts from a few of their recent updates below.
The Belle Curve
Blair duQuesnay, CFA®, CFP® is an investment advisor at Ritholtz Wealth Management, LLC. She works with the firm’s clients to create sustainable financial plans and investment strategies. She is a member of the firm’s investment committee, where she provides an advisor’s perspective and has a pulse on the questions clients are asking about their portfolios.
