Carol Ann Casebolt is a Wealth Advisor at Martin & Company Tax and Wealth Advisors based out of Valencia, CA. She joins the show today to share what led her into the financial planning field, as well as how her career has evolved since securing her first internship. Listen in as Carol Ann opens up about her career trajectory, from starting at a large investment company to moving to a broker dealer firm, then ultimately landing at a small, family-owned RIA. You'll learn how her experiences ...
Jan07
