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Dave Mantell , CFP®, CFA is a Managing Partner and wealthadvisor at Stabler Wealth Management in Bellevue, WA. In a Nutshell: In fields like medicine, law, and education, pro bono work is an established part of the professional culture.
Salaske: What is an investment advisor? Wright: And to that, I would say part of that is just because our industry is relatively new compared to medicine, medicine, centuries years old, financial planning really… 0:39:26.1 Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.
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