Technology & Investing
Host Laurie A. Siebert, CPA, CFP®, AEP®, and her guest, Matthew Petrozelli, COO and Executive VP of Valley National Financial Advisors discuss “How technology has changed the face of investing.”
Host Laurie A. Siebert, CPA, CFP®, AEP®, and her guest, Matthew Petrozelli, COO and Executive VP of Valley National Financial Advisors discuss “How technology has changed the face of investing.”
Laurie discussed: Financial Education Resources. Did you miss the last show, Financial Concepts to...
Laurie and her guest, Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...
Laurie discussed: Family Matters – In More Ways Than One. Did you miss the...
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...