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Financial Planning

Kamo Jurn
Advisor Intel: Kamo Jurn

Meet Kamo Jurn, a seasoned advisor blending Wall Street experience with founder-focused wealth strategies.

Rony Abboud
By Rony Abboud · 5/7/2025

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Advisor Intel: Frank Toth

Smart. Strategic. Human. Frank Toth’s approach to wealth management hits different.

Advisor Intel: Frank Toth
Rony Abboud
By Rony Abboud · April 12, 2025

Advisor Intel: Lisa Katterhenry Howe

From legacy planning to ETF strategy, Lisa Katterhenry Howe blends decades of experience with a future-focused advisory approach.

Advisor Intel - Lisa Katterhenry Howe
Rony Abboud
By Rony Abboud · March 25, 2025

Advisor Intel: Rachel Wood

Meet Rachel Wood, CFP®, AIF®, Partner and Certified Financial Planner at Legacy Financial Group and learn how the firm helps clients build lasting financial legacies with ETFs.

Rachel Advisor Intel
Rony Abboud
By Rony Abboud · March 20, 2025
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What's the Fund | Ocean Park Diversified Income ETF (DUKZ)

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ETF Takeaway: Ocean Park Diversified Income ETF (DUKZ)

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ETF Takeaway: Ocean Park Diversified Income ETF (DUKZ)

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