What is Cfp Liana Poodiack email address?

Cfp Liana Poodiack's primary email address is **************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Liana Poodiack work for?

Cfp Liana Poodiack is a Managing Director - Wealth Manager at Steward Partners, a company specializing in Functions related to depository banking.

Where Cfp Liana Poodiack graduated from?

Cfp Liana Poodiack holds a degree in Accounting from Franklin Pierce University.

How can I directly contact Cfp Liana Poodiack?

To contact Cfp Liana Poodiack directly, you can use the email address **************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Liana Poodiack?

Liana Poodiack is a dedicated financial advisor and managing director at Poodiack Wealth Management, known for her commitment to providing personalized financial strategies for families and businesses. With over three decades of experience in the financial sector, she has honed her expertise in financial analysis, retirement planning, and risk management. Liana has developed the Magna FORMula, a unique approach to addressing clients' evolving financial needs. Her leadership at Poodiack Wealth Management emphasizes a disciplined process that encourages clients to articulate their financial priorities. Liana's background includes significant roles at Steward Partners Global Advisory and Wells Fargo Advisors, showcasing her deep understanding of wealth management. She is passionate about empowering clients through informed decision-making and tailored financial solutions. Liana's dedication to service and excellence sets her apart in the financial advisory landscape.