Swim with Jim

Swim with Jim


Follow This Show

If you liked this show, you should follow Swim with Jim.

Interview with Anna - a bi-coastal financial planner

  Broadcast in Finance

Call in to speak with the host

(646) 200-0519

My colleague Anna Sergunina moved to Silicon Valley last summer. We'll be finding out why she made the move, what that meant for her clients and what the benefits are now that she's bi-coastal. She's also be giving us some examples of what it means to clients to work with a remote financial planner (that's distance, not attitude).

financial planner
financial planning
certified financial planner
remote working
advice only