Wealth Management with Alex Davis, Certified Public Account and Certified Financial Planner
Manage episode 372358469 series 3482578
Alex David, CPA,CFP is a Certified Public Account, Certified Financial Planner professional, Licensed life, health & Annuity agent and highly sough after International financial empowerment coach. She is the founder and CEO of AGA Tax and consulting Services LLC. A boutique tax and financial consulting firm dedicated to help entrepreneurs build wealth through strategic tax planning and changing their relationship with money. Listen in as she joins The Crotchety Old Men Podcast.
97 episodi