From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS

The Active Advisor Podcast (Episode 24)

Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast.

Welcome to another episode of  The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Barbara Ginty, CFP®, CEPA®, and President of Independent Financial Services. Barbara was recently named by Forbes as a "Top Women Wealth Advisors Best-In-State" for New York.

Here are some of the talking points from the episode:

• Barbara’s journey from Wall Street to Main Street
• Why service is the #1 differentiator
• Probate – why to avoid it at all costs
• Why being a woman in finance is more attainable than it seems
• The importance of women taking control of their finances
• The genesis of Barbara’s podcast, #FutureRich

Barbara Ginty is a Certified Financial Planner and the host of the “Future Rich” podcast. Each week on the show, Ginty interviews women about their finances and helps them develop a plan to achieve their goals. The podcast was selected by NextAdvisor as one of the 10 Best Finance Podcasts for 2021.

Barbara previously worked for Bloomberg and Credit Suisse and is now the owner of a wealth management firm, Independent Financial Services, that caters to clients from all financial backgrounds and ages. In addition to one-on-one client meetings, she also provides financial literacy classes and online content through her company, Planancial.

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