Working with a Financial Advisor. Aimee Cruz, Moms on Maternity. Ben Mallinger, LPL Financial
Topics
- In this episode, Aimee talks to certified LPL Financial Advisor, Ben Mallinger about investing and preparing for retirement. Ben covers why someone might want to work with a financial advisor, types of investment vehicles, investment concepts and strategies as well as how to know if your financial advisor is doing a good job. Ben can be reached at Ben.Mallingr@lpl.com Ben resides in San Diego and is also a father.
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Created By:
Aimee Cruz, is a visionary thinker, connector and dreamer. She has been leading Moms on Maternity, as CEO, since founding it in early 2017, Prior to founding Moms on Maternity, Aimee served as a Sr. Manager at Deloitte. She worked with Fortune 500 clients in the areas of Risk Consulting, Innovation Consulting and Strategy Consulting for over 12 years. Aimee is Mom to two little boys. They reside in beautiful San Diego, CA, and enjoy laughing, dancing, spending time in nature and learning.