Be WELLthy Blog

Jacob Siuta, CFP®

Oct 21, 2022 |
How do I help clients Live a Richer Life®? I help our clients live a richer life by building strong connections, ensuring their needs are heard, and…
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Connor Upham
October 21, 2022 |

Connor Upham

How do I help clients Live a Richer Life®? As an member of our DC office, I help clients live a richer life…
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Nick Gearhart, CFP<sup>®</sup>
October 21, 2022 |

Nick Gearhart, CFP®

How do I help clients Live a Richer Life®? As an advisor on our Personal CFO team, I am fortunate to work alongside…
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Chad Connelly
October 21, 2022 |

Chad Connelly

How do I help clients Live a Richer Life®? As the Senior Manager of Administrative Operations, I help our PCFO service teams onboard…
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Felicia Fortosis
September 19, 2022 |

Felicia Fortosis

How do I help our clients Live a Richer Life®? I have the opportunity to work with and for our clients helping to…
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Andrew Richardson, CFP<sup>®</sup>
September 19, 2022 |

Andrew Richardson, CFP®

How do I help clients Live a Richer Life®? As a member of the Personal CFO team, it brings me great professional satisfaction…
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Christian Blazona
September 12, 2022 |

Christian Blazona

How do I help our clients Live a Richer Life®? As a member of the Personal CFO team, I’m passionate about building valuable…
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Nicole Gu, CFA, CFP<sup>®</sup>
September 06, 2022 |

Nicole Gu, CFA, CFP®

How do I help clients Live a Richer Life®? I take a holistic and comprehensive financial planning approach with collaborative process to build…
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Selam Gurmu
September 06, 2022 |

Selam Gurmu

How do I help clients Live a Richer Life®? As part of the Personal CFO team, I believe in fostering strong relationships built…
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Noah Arrick, CFP<sup>®</sup>
September 06, 2022 |

Noah Arrick, CFP®

How do I help clients Live a Richer Life®? As an advisor at Brighton Jones, I help clients live a richer life by…
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