Mia Cardwell: Building Your Financial Future - A Private Advisor's Keys to Navigating a Career, Raising a Family, and Achieving Your Goals
In the twelfth episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office, sits down for an enlightening conversation with Mia Cardwell, Managing Director of Cardwell Wealth Partners and one of Rockefeller’s leading Private Advisors. This wide-ranging discussion delves into Mia’s client-centric approach to financial planning, emphasizing the importance of cultivating deep relationships and trust. Mia also reflects on her journey of balancing a growing career with raising a family and shares the most valuable financial advice she has ever received.
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To learn more about Rockefeller Capital Management, visit Rockco.com, keep up with us on LinkedIn or Instagram, and follow along wherever you listen to podcasts.
This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.
This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. This podcast was recorded at Newsstand Studios in Rockefeller Center. RCMID-1428079438-6761
