Get a free assessment

Retire Happy Podcast: Episode #5 – Experts in Power Podcast- Financial Tips For Individuals and Business Owners

Picture of Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA
Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA
Retire Happy Podcast
  • Updated: December 16, 2024

Jeremy Finger with Riverbend Wealth Management sits down with Ronald Lamy to discuss financial planning. Learn about financial tips for individuals and business owners. These tips are for all individuals interested in business or financial planning.

Facebook
Twitter
LinkedIn
Picture of Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA
Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA
Jeremy Finger is the Founder and CEO of Riverbend Wealth Management. With a passion for finance ignited at age 12, Jeremy’s career as a financial advisor began in 1996 after graduating from the College of Charleston. A dedicated family man and community leader, Jeremy’s life is shaped by valuable lessons in relationships, perseverance, and balanced living. Through his experience and combined professional credentials, Jeremy strives to share his knowledge and wisdom with those seeking professional financial guidance.
More Content from Riverbend
Load More
COMPLIMENTARY RESOURCE GUIDE
The Retire Ready Checklist

Reveals the 3 things you need to know if you want to retire and stay retired.

Get a copy
retire-ready-checklist-cover-mockup-02
riverbend white logo
FOLLOW US
Facebook Twitter Linkedin Instagram Youtube
Contact Us
PHONE
ADDRESS

1341 44th Avenue North
Suite 102
Myrtle Beach, SC
29577

Services
Resources
Form CRS 

Privacy Policy | Disclosures | Sitemap

Our team, led by Jeremy Finger who has obtained the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA) and Certified Exit Planning Advisor (CEPA) designations, has decades of combined experience helping clients achieve their financial goals.

 

Get Your Free Download

Submit the form and a member of our team will email you a copy of the Retirement Ready Checklist. 

retire-ready-checklist-cover-mockup-02

Retirement Ready Checklist

  • This field is for validation purposes and should be left unchanged.
Skip to content