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Home » Transitioning From Corporate Finance To Personal Wealth Management #estateplanning #personalwealth

Transitioning From Corporate Finance To Personal Wealth Management #estateplanning #personalwealth

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@thecampanellagroup

In an insightful episode from the “Your Life Your Terms” podcast, Fabio Campanella shares his journey from working in the institutional finance sector to establishing his own practice dedicated to managing the finances of individual families. He delves into the complex relationship between people and their money, highlighting the observable patterns of human behavior and the significant impact money has on individuals’ lives. Fabio discusses how attitudes towards money evolve with age and the unique challenges and opportunities this presents in personal finance management. This episode offers a rare glimpse into the personal side of finance, through the lens of someone who has made the transition from corporate to personal wealth management. For more of Fabio’s insights and experiences, be sure to check out the full interview video.

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