A Personal Story: Kristi's Path to Becoming a Financial Planner #34

Join Bjorn as he welcomes friend and colleague, Kristi Mertens, Managing Director of BCU Wealth Advisors to talk about how she has gotten to where she is. Kristi talks about starting out as a financial planner in a small town, why she pursued her CERTIFIED FINANCIAL PLANNER™ designation, and why she loves helping people reach their financial dreams.

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This discussion involves general information pertaining to investment advisory/management services and is not intended to constitute investment advice. Opinions expressed are those of the speaker, are subject to change, not guaranteed and should not be considered recommendations to buy or sell any security.