Solving Today’s Problems and Building Trust for Tomorrow - a podcast by Financial Planning Association

Charles Adi is a financial advisor who owns and operates his own firm, Blueprint 360, in Houston, TX. In this conversation, Charles opens up about his background, the path that brought him to financial planning, and how he’s grown a thriving firm from the ground up.

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

Further podcasts by Financial Planning Association

Website of Financial Planning Association