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Getting to know Larry Kiser and why he named his firm “Sage Wealth Design”

Author
Larry Kiser
Published
Thu 10 Oct 2024
Episode Link
https://omny.fm/shows/the-sage-investor/getting-to-know-larry-kiser-and-why-he-named-his-f

Larry Kiser, Certified Financial Planner and owner and founder of Sage Wealth Design, gives his back story, including why he moved from 20-plus years in life insurance to starting his own firm. He explains the hard work becoming a CFP takes, his love for mountain biking, and why he named his firm and podcast as he did.

See omnystudio.com/listener for privacy information.

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