The Crotchety Old Men Podcast

Wealth Management with Alex Davis, Certified Public Account and Certified Financial Planner

July 27, 2023 The Crotchety Old Men Season 3 Episode 21
Wealth Management with Alex Davis, Certified Public Account and Certified Financial Planner
The Crotchety Old Men Podcast
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The Crotchety Old Men Podcast
Wealth Management with Alex Davis, Certified Public Account and Certified Financial Planner
Jul 27, 2023 Season 3 Episode 21
The Crotchety Old Men

Alex David, CPA,CFP is a Certified Public Account, Certified Financial Planner professional, Licensed life, health & Annuity agent and highly sough after International financial empowerment coach. She is the founder and CEO of AGA Tax and consulting Services LLC.  A boutique tax and financial consulting firm dedicated to help entrepreneurs build wealth through strategic tax planning and changing their relationship with money.  Listen in as she joins The Crotchety Old Men Podcast. 

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Show Notes

Alex David, CPA,CFP is a Certified Public Account, Certified Financial Planner professional, Licensed life, health & Annuity agent and highly sough after International financial empowerment coach. She is the founder and CEO of AGA Tax and consulting Services LLC.  A boutique tax and financial consulting firm dedicated to help entrepreneurs build wealth through strategic tax planning and changing their relationship with money.  Listen in as she joins The Crotchety Old Men Podcast. 

Support the Show.