32 min

#10 Finding the Financial Goals of Gen X and Gen Ys w/ Cristina Briboneria Managing Director of oXYGen Financial Inc Financial Advisor's Workshop with Brian Kasal

    • Investing

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/

This episode’s guest is Cristina Briboneria (https://oxygenfinancial.com/). Cristina is originally from Los Angeles, CA but has lived in Houston, TX, Cleveland, OH, and now resides in Atlanta, GA. Cristina graduated from Oberlin College with degrees in Mathematics and History. Earning her CFP® designation from Oglethorpe University. In January of 2009, she joined oXYGen and is, currently, a Managing Partner. Cristina has since helped build a successful practice with where her team works with over 4000 clients and manages nearly $1 Billion in assets.

To see short videos of all our best Financial Advisor Workshop tips follow us on:

TikTok: https://www.tiktok.com/@faworkshop

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

Twitter: https://twitter.com/FAsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/

This episode’s guest is Cristina Briboneria (https://oxygenfinancial.com/). Cristina is originally from Los Angeles, CA but has lived in Houston, TX, Cleveland, OH, and now resides in Atlanta, GA. Cristina graduated from Oberlin College with degrees in Mathematics and History. Earning her CFP® designation from Oglethorpe University. In January of 2009, she joined oXYGen and is, currently, a Managing Partner. Cristina has since helped build a successful practice with where her team works with over 4000 clients and manages nearly $1 Billion in assets.

To see short videos of all our best Financial Advisor Workshop tips follow us on:

TikTok: https://www.tiktok.com/@faworkshop

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

Twitter: https://twitter.com/FAsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

32 min