Strategic Generosity: Insights from Harvest Financial Advisor's CEO
Manage episode 429407573 series 3450626
Join host Erin Satzger on this insightful episode of the "What Gives" Podcast as we delve into the world of financial planning and wealth management with Marc Henn, the founder and CEO of Harvest Financial Advisors. Marc is a Certified Financial Planner Practitioner (CFP®) with over thirty years of experience, dedicated to assisting family office and wealth management clients.
In this episode, Marc shares his extensive journey in the financial industry, highlighting his affiliations with the College for Financial Planning (CFP® certification) and the Financial Planning Association (FPA). As a Financial Industry Regulatory Authority Arbitrator and a member of the American Numismatic Association, Marc brings a wealth of knowledge and expertise to the table.
We explore Marc's passion for educating and planning for the next generation, discussing his regular speaking engagements with various groups about planning and investing. Marc also shares how his involvement with his church and his commitment to his family—spending quality time with his wife and five daughters—enriches his approach to financial planning.
Tune in to discover how Marc Henn and Harvest Financial Advisors are making a significant impact in the financial world, providing valuable insights and fostering a culture of excellence and client-centric service. Learn practical advice and thought-provoking discussions that can help you navigate the complexities of financial planning and investing.
Listen to "What Gives" and join Erin Satzger as she uncovers the inspiring stories behind philanthropic efforts, offering practical advice and engaging discussions. Whether you're a seasoned philanthropist or simply passionate about making a difference, this podcast will leave you feeling inspired and motivated to contribute to your community in meaningful ways.
23 эпизодов