Boyce of Vahanian & Associates Participates in Podcast At National Conference
Bonnie M. Boyce, MBA, CFP® of Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY attended the Advisor Group ConnectED National Conference in Anaheim, California in November of 2018 – where financial professionals across the country gathered to tackle key issues and advance important conversations. Boyce was part of a small group of advisors that participated in Advisor Group’s podcast, The W Pulse, a women’s initiative featuring innovative thoughts, insights and best practices from industry leaders.
In this episode, “Wearing Many Hats”, Boyce discusses her career path and what lead her to pursue financial services. As the Director of Financial Services and Chief Compliance Officer of Vahanian & Associates, Bonnie shares her story about the day to day intricacies of her role and how wearing many hats in a small office supports a high functioning and efficient workplace. You can listen to the full episode of The W Pulse on iTunes, Google Music Play and various podcast apps.
About Vahanian & Associates:
Vahanian & Associates Financial Planning Inc. provides financial planning, investment management, and estate planning services for high net worth clients. Vahanian & Associates is located at 60 Railroad Place in Saratoga Springs, NY (518) 583-0891. Jeffrey Vahanian, CFP®, President of Vahanian & Associates is also separately a registered representative offering securities through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Vahanian & Associates Financial Planning Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. The company website can be visited at www.vahanian.com.
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Advisor Group is one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, Osaic Wealth, SagePoint Financial and Woodbury Financial. These independent broker-dealers, with more than 7,000 independent financial advisors, are all wholly-owned subsidiaries of Advisor Group and Members FINRA/SIPC
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