Julina Ogilvie

Money Confident Girls

A Parent's Roadmap to Raising Financially Confident Children (From Toddlers to Teens)

• Broschiertes Buch

Produktbeschreibung

Julina Ogilvie shows how early money lessons and everyday conversations help girls understand the four building blocks of finance: earning, spending, saving, and investing.

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Produktdetails

• Verlag: Deborah Quick
• Seitenzahl: 122
• Erscheinungstermin: 23. Januar 2024
• Englisch
• Abmessung: 216mm x 140mm x 8mm
• Gewicht: 150g
• ISBN-13: 9798887970820
• Artikelnr.: 69824438

Autorenporträt

Julina Ogilvie, CIMA(R), CPWA(R) Partner Wealth Advisor Julina manages wealth for high-net-worth individuals and families at Principle Wealth Partners based in Connecticut. Prior to joining Principle Wealth Partners, she held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country's top advisors. Julina is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She has been recognized for her outstanding achievements and serves as a mentor for young women entering the business. With a passion for financial literacy she created a podcast, Women on Wealth, to empower women on financial concepts. Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney, and two dogs Mudd and Sierra. She currently sits on the Ethics Board of the Investments & Wealth Institute, serves as VP of Finance at the Westport Women's Club, and serves on the Board of Directors for River House in Cos Cob, CT. Julina is 104 Money Confident Girls an avid skier and triathlete who qualified for the USA Triathlon Age Group National Championships in 2022 and 2023, and the Ironman World Championship in 2024. Education & Certifications: Colgate University Certified Investment Management Analyst(R) Certified Private Wealth Advisor(R)