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Psychology + Investing = Success!
Katherine Liola is the Founder and CEO of Concentric Wealth, where, as a super-star Financial Advisor, she helps people make investment decisions based on their behaviors and values. Rather than relying on cookie-cutter financial strategies, Katherine and her team focus on the individual’s personal traits and amplifies their wealth via a life-centric approach.
Krista asks the questions that will help you figure out if this unique philosophy might be just what you need!