Be Wellthy Blog

David Amiot, CFP®, CRPC®

Feb 10, 2023 |
How do I help our clients Live a Richer Life®? My goal is to help clients achieve their vision of financial freedom by working alongside them on…
Read more
Jacob Siuta, CFP<sup>®</sup>
October 21, 2022 |

Jacob Siuta, CFP®

How do I help clients Live a Richer Life®? I help our clients live a richer life by building strong connections, ensuring their…
Read more
Connor Upham
October 21, 2022 |

Connor Upham

How do I help clients Live a Richer Life®? As an member of our DC office, I help clients live a richer life…
Read more
Nick Gearhart, CFP<sup>®</sup>
October 21, 2022 |

Nick Gearhart, CFP®

How do I help clients Live a Richer Life®? As an advisor on our Personal CFO team, I am fortunate to work alongside…
Read more
Chad Connelly
October 21, 2022 |

Chad Connelly

How do I help clients Live a Richer Life®? As the Senior Manager of Administrative Operations, I help our PCFO service teams onboard…
Read more
Felicia Fortosis
September 19, 2022 |

Felicia Fortosis

How do I help our clients Live a Richer Life®? I have the opportunity to work with and for our clients helping to…
Read more
Andrew Richardson, CFP<sup>®</sup>
September 19, 2022 |

Andrew Richardson, CFP®

How do I help clients Live a Richer Life®? As a member of the Personal CFO team, it brings me great professional satisfaction…
Read more
Christian Blazona
September 12, 2022 |

Christian Blazona

How do I help our clients Live a Richer Life®? As a member of the Personal CFO team, I’m passionate about building valuable…
Read more
Nicole Gu, CFA, CFP<sup>®</sup>
September 06, 2022 |

Nicole Gu, CFA, CFP®

How do I help clients Live a Richer Life®? I take a holistic and comprehensive financial planning approach with collaborative process to build…
Read more
Selam Gurmu
September 06, 2022 |

Selam Gurmu

How do I help clients Live a Richer Life®? As part of the Personal CFO team, I believe in fostering strong relationships built…
Read more