Leaving Behind a Legacy - a podcast by Financial Planning Association

Kay Pfleghardt, CFP®, is a Private Wealth Service Advisor and NextGen Leadership Consultant at Family Wealth and Legacy. In this new episode of YAFPNW, Kay and Hannah discuss how she got her start in the profession, who Family Wealth and Legacy serves, and her firm’s team approach to clients.

Further episodes of You're a Financial Planner, Now What?

Further podcasts by Financial Planning Association

Website of Financial Planning Association