"Education is KEY to changing your own trajectory"
This War Room Huddle episode with guest Chris Cipolla, CFP®, CDFA®, and Wealth Advisor at RFG Advisory will leave you so pumped up you'll feel ready to crush anything. She is a co-conspirator and creator of StrongHer Money, along with RFG President and host of War Room Huddle, Shannon Spotswood, where they help women live financially fearless. Chris is a mother, she is an advisor, and she is immensely talented. Chris starts the episode by taking us back a few chapters to discover more about her story.
“At the end of the day, I just love helping people,” says Chris.
She understands the questions and struggles that women face as they epically manage life, work, family. As Shannon says in this episode, Chris is “a walking example of living life in transition.”
Listen to this fearless episode with Chris Cipolla, CFP®, CDFA®, and Wealth Advisor at RFG Advisory to discover why she stepped into the finance world, what led her to make a decision to join RFG, and how has StrongHer Money impacted Chris as an advisor. This episode shines a light on a woman forging new paths and sharing practical tips about balancing everything that gets thrown at you.
Join the conversation to hear about:
- Why Chris stepped into the finance world (2:20)
- Chris’s first finance roles (3:50)
- Walking the walk with intentionally (6:06)
- What led her to make a decision to join RFG (7:06)
- Chris’s thoughts on being a woman in the finance industry (10:56)
- What does success look like to Chris? (14:04)
- Teaching women how to live financially fearless with StrongHer Money (15:55)
- How has StrongHer Money impacted Chris as an advisor? (18:34)
- Life in transition, empathy, and connecting on a different level (23:05)
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.
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