Season 6 Episode 57 - Real Solutions for Fixing the Financial Planning Talent Pipeline ft. Tanya Frias, CFP®, ChSNC®
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Season 6 Episode 57 - Real Solutions for Fixing the Financial Planning Talent Pipeline ft. Tanya Fri
About our guest…
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Tanya Frias.
Tanya is Chief Financial Planner at Freeman Capital and have over 20 years experience in Financial Services with 13 years as a CERTIFIED FINANCIAL PLANNER™.
As the head of all things financial planning, Tanya is committed to providing access to financial planning to underserved communities and eliminating the racial wealth gap. Freeman Capital's #1 goal is to reverse the trend, ensuring our communities and future generations thrive. They endeavor to go farther than other financial companies to support their clients in all aspects of growing their net worth.
She is a graduate of City University of NY with a B.S. in Computer Information Systems and has completed the CFPⓇ certification program at NYU and the ChSNC (Chartered Special Needs Consultant) certification program at the American College.
Tanya will be attending Kellogg-Northwestern’s Executive MBA program in Fall 2022.
Tanya lives in NYC and spends her free time hanging out with the world’s coolest 10-year-old, Zackary.
What we talked about…
🎙️The Talent Pipeline
🎙️The Career Changer Candidate
🎙️Freeman Capital’s Approach to Financial Planning
Resources from this podcast…
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