[email protected] & 1202930****

Cfp Liana Poodiack

For Liana, going out of her way to serve people is second nature. She brings a deep personal... | 171 West Street, Keene, United States

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Cfp Liana Poodiack’s Emails [email protected]

Cfp Liana Poodiack’s Phone Numbers 1202930****

Social Media

Cfp Liana Poodiack’s Location 171 West Street, Keene, United States

Cfp Liana Poodiack’s Expertise For Liana, going out of her way to serve people is second nature. She brings a deep personal commitment to the goals-based strategies she formulates for families and businesses. As Poodiack Wealth Management Group’s Leader, Liana has developed and refined the Magna FORMula to address the critical financial events that occur as a client’s life unfolds and needs evolve. Throughout our disciplined, multi-step process, we encourage clients to verbalize what’s most important to them. Using the team’s disciplined “discovery, fit and review” process, Liana focuses on retirement planning, tax minimization, capital preservation, and risk-managed growth.

Cfp Liana Poodiack’s Current Industry Steward Partners Global Advisory

Cfp Liana Poodiack’s Prior Industry
Granite Bank | Wells Fargo Advisors | Poodiack Wealth Management | Steward Partners Global Advisory

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Work Experience

Steward Partners Global Advisory

Managing Director - Wealth Manager

Tue Nov 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Poodiack Wealth Management

Managing Director - Financial Advisor

Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Wells Fargo Advisors

Financial Advisor

Wed Apr 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Nov 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Granite Bank

Branch Manager

Mon May 01 1989 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

Cfp Liana Poodiack Email Addresses

[email protected] Email

Cfp Liana Poodiack Phone Number

1202930**** Phone number

FAQ About Cfp Liana Poodiack

Cfp Liana Poodiack is located at
171 West Street, Keene, United States

Cfp Liana Poodiack is a
For Liana, going out of her way to serve people is second nature. She brings a deep personal commitment to the goals-based strategies she formulates for families and businesses. As Poodiack Wealth Management Group’s Leader, Liana has developed and refined the Magna FORMula to address the critical financial events that occur as a client’s life unfolds and needs evolve. Throughout our disciplined, multi-step process, we encourage clients to verbalize what’s most important to them. Using the team’s disciplined “discovery, fit and review” process, Liana focuses on retirement planning, tax minimization, capital preservation, and risk-managed growth. Steward Partners Global Advisory

Cfp Liana Poodiack currently works in the
Steward Partners Global Advisory

Cfp Liana Poodiack specializes in
For Liana, going out of her way to serve people is second nature. She brings a deep personal commitment to the goals-based strategies she formulates for families and businesses. As Poodiack Wealth Management Group’s Leader, Liana has developed and refined the Magna FORMula to address the critical financial events that occur as a client’s life unfolds and needs evolve. Throughout our disciplined, multi-step process, we encourage clients to verbalize what’s most important to them. Using the team’s disciplined “discovery, fit and review” process, Liana focuses on retirement planning, tax minimization, capital preservation, and risk-managed growth.

Cfp Liana Poodiack speaks the following languages:
No languages available.

Cfp Liana Poodiack has prior experience in the following industries:
Wells Fargo Advisors , Granite Bank

Cfp Liana Poodiack has the following professional experience:
Steward Partners Global Advisory , Poodiack Wealth Management , Wells Fargo Advisors , Granite Bank .