Designing Your Wealth with Dasarte Yarnway

Money Checkup with Anjali Jariwala

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3+ y ago 42:42

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Dasarte Yarnway founded his own wealth management firm at age 24 out of a desire to help people create multi-generational wealth. At Berknell Financial Group, he encourages clients to think deeply about their relationship to and beliefs about money, then works alongside them to create a unique, holistic plan that reflects their values across all aspects of their financial life. Then, he helps clients use their wealth to invest in themselves, their families, and their communities.

“How do you create that better life when no one’s telling you what the rules are to this system?… If they had a compass, how could that change the trajectory of their financial life?”

The child of immigrants from Liberia, Dasarte is passionate about making financial planning more accessible to everyone. https://fitadvisors.com/episode-59-designing-your-wealth-with-dasarte-yarnway/

66 episoder

#Trading #Business #Anjali Jariwala #Real Estate