What happens when you mix Burnette Asset Management with Castellano Asset Management?
You get the BamCam!
Jack Burnette and Alison Castellano are a father and daughter duo excited to share their journey through the financial industry and the expertise their combined years of experience created.
In this inaugural episode, Jack Burnette, CFP® and Alison Castellano, financial advisors with RFG Advisory, dive into who they are both as an advisor and as a person. They share their personal journeys to reach where they are in their career as well as who they are outside of the office.
Jack and Alison discuss:
- How they each ended up in the financial industry
- Their investment philosophies when it comes to client investment planning
- Who they work with – their specialty and ideal client
- What their lives look like outside of the office
- Their number one piece of advice for clients
- And more
Connect with Jack Burnette:
- LinkedIn: Jack Burnette
- Email: Jack Burnette
- RFG Advisory
- LinkedIn: RFG Advisory
- Phone Number: 205-613-4994
- Office Number: 205-510-9072
Connect with Alison Castellano:
- LinkedIn: Allison Castellano
- Phone Number: (205) 504-9868
No transcript available.
POWERED BY BLUBRRY
