251. Shawna Theriault’s Road to Becoming a Financial Advisor
- 251. Shawna Theriault’s Road to Becoming a Financial Advisor Wiser Wealth Management 52:35
Join us for this episode of A Wiser Retirement® Podcast, where Casey Smith interviews Shawna Theriault, CFP®, CPA, CDFA®, Senior Financial Advisor, about her inspiring journey—from moving out at sixteen to pursuing a career in Finance and becoming a CERTIFIED FINANCIAL PLANNER®, Certified Public Accountant, and Certified Divorce Financial Analyst®. Shawna shares how resilience, continuous learning, and a commitment to connecting deeply with clients have shaped her career in a traditionally male-dominated industry. She underscores the importance of holistic, personalized financial guidance that prioritizes meaningful impact over profit.
Related Podcast Episodes:
– Episode 241: The Heart and History of Wiser Wealth Management with President, Casey Smith
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