Taking The Plunge To Build Generational Wealth — The Next Phase of Copper Beech with Chris Ruffino (Ep. 112)
Oct 18, 2023•30 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
What if your financial advisor cared about the next three generations of your family? In this episode, Copper Beech’s newest advisor, Chris Ruffino, sits down with hosts John and Michael Parise to answer this pivotal question. Together, they illuminate the multidimensional, generational approach that Copper Beech takes towards financial planning. John, Michael, and Chris discuss: …
For the best experience, listen in Metacast app for iOS or Android
Open in Metacast