
Ep #243: Mother of Three and Advisor to Forty: The Growth of Denise Downey's Financial Trex
Behind The Advisor · Behind The Advisor
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Denise Downey is the owner of Financial Trex, a fee-only firm located in Spokane, Washington. One of the first 50 women to join XYPN, Denise has worked on the trading floors of the Chicago Stock Exchange, pursued her CFP, and gained a deep understanding of financial planning. Today she joins the show to discuss why she decided to move on from her 9-5 job to make time for her family and the lifestyle she wants to lead.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/243