Does the world of Wealth Management and Advisory spark your interest? Look no further than joining us on August 20th from 11:00 AM - 12:00 PM CST for Exploring the World of Financial Planning with Anthony Carlton, CFP.
Anthony Carlton, CFP is a seasoned Financial Advisor, Creator, and Sales Leader with vast experience spanning banking, wealth management, and early-stage FinTech startups. Additionally, he is a member of the Forbes Finance Council and a Contributing Writer for Business Insider. In his presentation, Anthony will discuss the ins and outs of the Financial Planning and Wealth Management industry as well as emphasize the importance of building strong personal and professional networks. He will also touch on entrepreneurship and how startups become successful.
Anthony is a Financial Advisor, Writer, and Sales Leader with 10 years spanning banking, wealth management, and early-stage FinTech startups. His work has been featured in Forbes, Business Insider, Money Chill Out Podcast, Wealth Science Podcast, and more. He's currently Vice President Wealth Advisor at Farther, a fintech building the future of wealth management.