Jessica Goedtel is a Financial Planner and Owner at Pavilion Financial Planning in Allentown Pennsylvania.  She works in particular for tech workers and sex workers and I came across her profile when she presented a robust challenge to a popular personal finance book highlighting its lack of female representation in its case studies.

Marah Curtin describes herself as a “catalyst on a mission to promote the empowerment of women and the next generation, financially or otherwise”.  Based in Dublin, Ireland, but originally from the US, she is a Director of Client Engagement at Davy, and has had a long career in financial planning.  She can be found on Instagram under @femolutionist, where she writes about money, careers and life from a female point of view.   She is also the founder of Cents for Kids and Side Hustle.

Anna McDonald has a dual role at Moneta, a St. Louis based RIA with over $32 billion in assets under management. She supports athletes in all aspects of their financial lives, preparing them for sustained success beyond their athletic careers. She knows this segment well as she previously spent six years as an ESPN reporter, covering Major League Baseball and the National Football League. During this time she was a spokesperson around health and safety concerns of the NFL.  In addition to her work with athletes, she also serves as Moneta’s Director of Family Learning. In this capacity, she works at the net as client facing teams to facilitate learning programs for families to transfer wealth to younger generations.

Tremaine Wills is the founder and chief operating officer of Mind Over Money, which provides financial planning advice and manages investment portfolios to help clients meet their financial goals. She formerly spent time as an investment advisor representative, and from 2015 to 2019 worked as a maths teacher initially for Teach for America. Based in Virginia, she is passionate about increasing financial literacy for the black community in particular.

Sam Kunz is Chief Investment Officer at Core Financial Partners, a firm that provides financial planning to small and medium sized businesses based in Venice, CA. He was previously a Senior Managing Director responsible for asset allocation and investment strategy at the University of California and prior to that he was my predecessor as CIO at the Chicago Policemen’s Annuity and Benefit Fund.

A fascinating discussion of a trader’s mentality, asset allocation and the importance of learning to love yourself.

Marguerita (Rita) Cheng is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian. 

Cary Carbonaro is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia.

As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either – and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private wealth, a pensions expert whose entire career has been driven my members first, a legendary business builder and a private credit expert forging her own path.