Advisor Chat: Custom and Transparent Financial Planning

Hear from Yizeth Almemar, CFP®, on how eMoney is at the heart of supporting her Clients’ goals. Learn more about how they use the Client Portal and how she successfully plans for niche groups of Clients. With guest Yizeth Almemar, CFP®.

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.