Money & Midlife with Allison Kvikstad - Certified Financial Planner™

This time Rachel meets with Allison Kvikstad - Certified Financial Planner™ to talk about everything Retirement Planning - Saving & Preparing. Although an unusual topic here in our perry sisterhood it is an IMPORTANT one and one that is often swept under the rug. Women are have often been taught not to talk about money and make it a big topic. Well we are here to change that! Allison is a Certified Financial Planner™ and has more than 25 years of professional investing experience. She joined Ellevest from Wells Fargo’s Wealth Management Group in San Francisco. Her career has been focused on managing wealth for high net worth individuals, families, and private foundations. She has a Masters degree in Finance from Golden Gate University. She has held board positions at Dress for Success in San Francisco and The First Tee of Oakland. She has led financial literacy programs at Girls, Inc. (Alameda County), CB Seeds.org (Memphis, TN) and various women's groups within public and private companies. For more midlife and perimenopause real talk Download our free perry app to join the sisterhood and meet other perimenopause warriors. Because perimenopause is so much easier when you are not alone. Disclaimer: This podcast is not medical advice, does not take the place of medical advice from your physician, and is not intended to treat or cure any disease. Patients should see a qualified medical provider for assessment and treatment.