David Bigelow, CFP®, MBA Securing Professional Athletes Secure Their Future

Health and Wealth Podcast with Carter & Tim

Oct 27, 2021•1 hr 10 min•Ep. 32

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Episode description

Episode 32 - Bringing peace of mind to clients is incredibly rewarding and his favorite part of delivering financial advice. David enjoys knowing he can relieve client stress by assuring them they have us in their corner constantly looking out for their financial wellness.

David’s favorite part of the financial planning process is getting to know the client. “Just as there is so much more to people than their finances, there is so much more to a financial plan than numbers. The holistic approach we take to financial planning goes beyond just investment management, as we work to ensure our families are confident in all aspects of their financial lives.”

You can find out more about David Bigelow here: https://www.coldstream.com/blog/team_member/david-bigelow/

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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