• Episode 13: Welcome Seth Meisler! Get to Know our Newest Advisor

  • Mar 5 2024
  • Length: 32 mins
  • Podcast
Episode 13: Welcome Seth Meisler! Get to Know our Newest Advisor cover art

Episode 13: Welcome Seth Meisler! Get to Know our Newest Advisor

  • Summary

  • Join hosts, Jason L Smith and Bryan Bibbo, as they welcome the newest advisor to the JL Smith Holistic Wealth Management team, Seth Meisler, CFA, CFP®, CPA. The episode delves into Seth’s journey in the financial industry, highlighting the importance of the holistic approach, the Bucket Plan® philosophy, and the impact of philanthropy and community … Continue reading Episode 13: Welcome Seth Meisler! Get to Know our Newest Advisor →
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