In this episode, we dive deep into the world of financial growth and strategy with Kristian Marquez, founder President & CEO, CFO at FinStrat Management and a seasoned CFA charter holder.
Kristian shares valuable insights and wisdom gained from his extensive experience in the financial industry. From financial planning and analysis to risk management for business owners, this episode provides a blueprint for achieving financial success.
1. Financial Planning and Analysis:
2. Lessons from Experience:
3. Path to Profitability for Business Owners:
4. Tailoring Financial Strategies:
5. Risk Management for Business Owners:
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