March 25, 2024
RIAs Are Becoming ‘Common Knowledge’ – Josh Welsh
In this advisor profile from InvestmentNews, Senior Financial Advisor Naoko McKelvey, CFP®, AEP® reflects on how the industry has changed over the course of her career as an advisor and shares how she goes beyond traditional financial advising with her clients: “I don’t feel like it’s a job, I’m taking care of my extended family.”
