274: Interview with CPA & Financial Planner at Cain Watters & Associates, Brittany Frazier

Mommy Dentists in Business

A tartalmat a Mommy Dentists In Business and Dr. Grace Yum biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Mommy Dentists In Business and Dr. Grace Yum vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

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Brittany Frazier is an alumna of Southern Methodist University with a Bachelor of Business Administration in accounting, a Bachelor of Arts in Spanish, and a Master of Science in accounting. After beginning her career in New York City at PricewaterhouseCoopers she joined the Cain Watters and Associates (CWA) team in Dallas in 2013.

Brittany guides her clients to reach their financial potential and long-term wealth accumulation goals. One of the most rewarding aspects of her role is creating invaluable relationships with clients so they feel secure in their future, confident in their financial plans, and committed to the process.

Brittany is a Certified Public Accountant and an Investment Advisor Representative. In addition to her role as a financial planner, she has donated her time for 10 years with the 3to1 Foundation, helping educate Dallas Independent School District students and the community on financial literacy topics. Brittany founded the Women in Financial Planning Group at CWA, establishing mentorship programs and productive meetings to further develop and support its female leaders in their careers.

https://www.cainwatters.com/

102 epizódok

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