Today we speak to Certified Financial Planner, Pam Capalad. She's the founder of Brunch & Budget and financial firm that takes the scary out of planning for your financial future through one of my favorite vehicle's BRUNCH!
Pam has been in the financial services industry since 2008 and spent a lot of those years at wealth management firms. She's based in Brooklyn, NY and serve clients virtually in the New York City area and across the country. You can find her firm at brunchandbudget.com. If you want to connect with the show you can find us on IG @jwilliamsesq or email us at firstname.lastname@example.org.