Wealth with a Purpose with Kimberly Safoyan (Ep. 92)

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Wealth with a Purpose with Kimberly Safoyan (Ep. 92)

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What does it look like when a financial advisor builds a practice around purpose, not just profit? Join host Duncan MacPherson as he sits down with Kimberly Safoyan, a 30-year financial advisor and owner of Anchor Wealth Management Group in Palm Desert, California. Kimberly shares how she has built a values-driven wealth management practice focused … Continue reading Wealth with a Purpose with Kimberly Safoyan (Ep. 92) →

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