Dianne Mae Pestanas, CPA’s Post

Discover the world of financial advising - a career that offers flexibility, personal growth, and the chance to make a real difference in people's lives. Learn how you can help others achieve their dreams while building a successful career for yourself. #FinancialAdvising #CareerChange #FinancialFreedom #PersonalFinance #CareerGrowth #RetirementPlanning #FinancialEducation #BeYourOwnBoss

Unlock Your Financial Freedom 💸 How can a career in financial services help you achieve your personal financial goals? And how a career in financial services can transform your life? Ever wondered how you can achieve financial freedom while building a fulfilling career? A role in financial services isn’t just about crunching numbers—it’s about empowering yourself to reach your financial goals. By immersing yourself in this dynamic field, you gain insights and tools that can turn your financial dreams into reality. Working in financial services provides not only a steady income but also the knowledge to make smart financial decisions. You’ll learn strategies to save, invest, and grow your wealth effectively. Our financial advisors' journey began with similar aspirations, and now they are enjoying the rewards of well-planned financial future. So, if you’re passionate about financial growth and want to take charge of your destiny, consider a career in financial services. It’s more than just a job; it’s an investment in your future. Start today and unlock the potential to achieve your financial goals! #financialfreedom #financialgoals #careerinfinancialservices #jsadvisory #forgingrelationships

Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

🌟 𝐑𝐞𝐯𝐚𝐦𝐩 𝐲𝐨𝐮𝐫 𝐥𝐢𝐟𝐞: 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐲𝐨𝐮𝐫 𝐜𝐚𝐫𝐞𝐞𝐫 𝐰𝐢𝐭𝐡 𝐡𝐞𝐚𝐫𝐭-𝐜𝐞𝐧𝐭𝐫𝐞𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 🌟 If you have been following us for a while, you’d know we advocate for looking at your life through a 100-year lens. 👀✨ Well, we believe in doing the same with your career. 💼❤️ Read my new blog post to learn how you can find a career that grows your wealth and increases your return on life through effective family wealth management and heart-centred financial planning. 📈👨👩👧👦 👉 Click on the link in the comments below to read the blog! 👇 #FinancialFreedom #WealthManagement #InvestingTips #SmartMoneyMoves #EstatePlanning #RetirementGoals #FinancialSuccess #WealthBuilding #TaxStrategies #FinancialWellness #MoneyMindset #SavingsGoals #BudgetingTips #FinancialPlanning #LegacyPlanning #InvestmentStrategies #SecureYourFuture #LifeTransitions #FutureFinancial #FinancialEmpowerment #WealthCreation #PlanForTomorrow #FinancialGoals #SuccessionPlanning #GrowYourWealth #FiscalFitness #FinancialLiteracy #MoneyTalks #AssetManagement