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Contenu fourni par Paul Blanco. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Paul Blanco ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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Kenneth DiCairano: Persistent and Consistent

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Manage episode 441574286 series 3504649
Contenu fourni par Paul Blanco. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Paul Blanco ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Kenneth DiCairano, CFP®, CPA, CASL, MBA | Financial Services Executive, CERTIFIED FINANCIAL PLANNER™ | Barnum Financial Group

Theme: Persistent and Consistent

Bio

A life-long resident of New York, Ken enjoys travel and golf. He is an avid runner and has participated several times in the New York City Marathon.

Ken transitioned from his early career as a CPA to offering financial advisory services through Ameriprise Financial for 10 years. He then joined MetLife as part of Barnum Financial Group over a decade ago, focusing his practice on wealth planning, investment management, and financial literacy. Today, Ken is part of Barnum Premier Client Group where he continues his commitment to helping clients achieve financial security and peace of mind.

At Barnum Premier Client Group, Ken is supported by a network of internal consultants that are experienced and trained in individual and business planning strategies. They use advanced analytical tools and provide comprehensive case consultations that help deliver sophisticated strategies and timely ideas.

Ken is a Certified Financial Planner™ professional, the recognized standard of excellence for competent and ethical personal financial planning. He also holds Chartered Advisor for Senior Living® designation, which prepares financial advisors to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. He shares his knowledge and insights as a senior presenter of PlanSmart®, a financial education program he offers through a relationship with MetLife. To date, he has led sessions and facilitated discussions that have helped educate employees at companies across the greater New York area on the subject of retirement and financial planning.

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202709-7121382

  continue reading

57 episodes

Artwork
iconPartager
 
Manage episode 441574286 series 3504649
Contenu fourni par Paul Blanco. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Paul Blanco ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Kenneth DiCairano, CFP®, CPA, CASL, MBA | Financial Services Executive, CERTIFIED FINANCIAL PLANNER™ | Barnum Financial Group

Theme: Persistent and Consistent

Bio

A life-long resident of New York, Ken enjoys travel and golf. He is an avid runner and has participated several times in the New York City Marathon.

Ken transitioned from his early career as a CPA to offering financial advisory services through Ameriprise Financial for 10 years. He then joined MetLife as part of Barnum Financial Group over a decade ago, focusing his practice on wealth planning, investment management, and financial literacy. Today, Ken is part of Barnum Premier Client Group where he continues his commitment to helping clients achieve financial security and peace of mind.

At Barnum Premier Client Group, Ken is supported by a network of internal consultants that are experienced and trained in individual and business planning strategies. They use advanced analytical tools and provide comprehensive case consultations that help deliver sophisticated strategies and timely ideas.

Ken is a Certified Financial Planner™ professional, the recognized standard of excellence for competent and ethical personal financial planning. He also holds Chartered Advisor for Senior Living® designation, which prepares financial advisors to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. He shares his knowledge and insights as a senior presenter of PlanSmart®, a financial education program he offers through a relationship with MetLife. To date, he has led sessions and facilitated discussions that have helped educate employees at companies across the greater New York area on the subject of retirement and financial planning.

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202709-7121382

  continue reading

57 episodes

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