Welcome to Planning for the Certainty of Uncertainty, where we aim to help you achieve your life goals through comprehensive financial planning!
In this inaugural episode, Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, shares his professional background, the core values that have guided him throughout his career in financial services, and his vision behind launching this podcast.
- The types of financial planning insights listeners can expect from this series
- Why it is so important to build a financial plan for the various uncertainties of your life
- His secret behind maintaining a healthy work-life balance
- The ideal clients that Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC is best suited to serve
- And more
Connect With Jonathan Kuttin:
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management