#69 Crafting Personalized Financial Paths w/ Charles Hinde, Wealth Advisor, Heritage Investments

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Charles Hinde (https://www.heritage-inv.com/) is a Wealth Manager for Heritage Investments and serves as part of the firm’s Investment Committee. He graduated Magna Cum Laude from the University of Missouri with a Bachelor of Science studying both Finance and Economics. Charles began working with Heritage as a third-generation member of the Hinde Family in 2018, and he’s deeply passionate about helping clients achieve their goals.

In this episode, Brian and Charles discuss:

1. Crafting Personalized Financial Paths

2. Preparing for the Next Wave of Industry Changes

3. Transformative Due Diligence

4. Benefits and Advantages of Different Investment Models

LinkedIn: linkedin.com/in/charles-hinde-cfp®-cpfa-845a3152

Website: https://www.heritage-inv.com/

Facebook: https://www.facebook.com/charles.hinde.12

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