Moneta’s Managing Partner and Chairman of the Board, Eric Kittner, was featured on “Smart Money Circle” podcast hosted by Adam Sarhan.
In the episode titled “Hire a Family CFO & How to Create a Financial Action Plan,” Kittner reiterates the importance for creating a Financial Action Plan.
You can listen to the full interview by clicking here.
© 2020 Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. The opinions expressed by Mr. Kittner during the podcast episode do not represent any specific recommendation, nor is the content an offer to buy or sell securities.