June 11, 2020
Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA
Category: Firm & Client Management
Tags: Wealth Management
CFA Society Chicago member Brett Bina, CFA, CAIA chats with Matthew Kocanda, CFP® of Balasa Dinverno Foltz LLC (BDF) on managing your personal finances like a business.
Find Brett on LinkedIn @brett-bina
Find Matt on LinkedIn @matthew-kocanda
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