Скачать или смотреть Meet Our New Senior Advisor: Jamie Bosse -- CGN Advisors

Get to know Jamie Bosse, our newest senior advisor at CGN Advisors. Jamie brings 20 years of financial planning experience and a passion for helping families achieve financial stability. In this video, Jamie discusses:

-- Her accidental journey into financial planning
-- The certifications and expertise she holds
-- Specializations in managing competing financial priorities
-- The client-centric approach of CGN Advisors
-- Advice for those considering financial planning as a career

Watch now to learn more about Jamie’s inspiring journey!

Timestamp Overview
0:03 - Introduction by Chad Chase
0:21 - Jamie Bosse’s background in financial planning
0:48 - Jamie’s personal journey into the financial planning profession
1:21 - Certifications and professional qualifications
1:39 - Specializations in financial planning
2:16 - Jamie’s excitement about joining CGN Advisors
2:37 - Best part about serving clients
3:00 - Advice for those considering financial planning
3:39 - Jamie’s personal interests and family life
4:10 - Conclusion and contact information
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Learn more by visiting https://cgnadvisors.com/