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Bitcoin 101: Special Guest Morgen Rochard, CFA

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Manage episode 282658808 series 2819201
Content provided by Shana Sissel & Suzanne Abrams, Shana Sissel, and Suzanne Abrams. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shana Sissel & Suzanne Abrams, Shana Sissel, and Suzanne Abrams or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Morgen Rochard is a fee-only CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Registered Life Planner. Prior to founding Origin Wealth Advisers LLC in 2014, Rochard managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. She started her career in finance, trading for Trinity Derivatives Group as an equity options market maker. Rochard also runs a podcast, called Money Owners Podcast, which focuses on mindset around money. Rochard recently published the Personal Finance QuickStart Guide, to help more Americans create their own financial plans and change how they think about money.

Book Recommendation: The Bitcoin Standard Book Recommendation: Why Buy Bitcoin Morgen’s Recent Podcast on Bitcoin CFA Institute Brief: Guide to Cryptoassets
  continue reading

21 episodes

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Manage episode 282658808 series 2819201
Content provided by Shana Sissel & Suzanne Abrams, Shana Sissel, and Suzanne Abrams. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shana Sissel & Suzanne Abrams, Shana Sissel, and Suzanne Abrams or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Morgen Rochard is a fee-only CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Registered Life Planner. Prior to founding Origin Wealth Advisers LLC in 2014, Rochard managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. She started her career in finance, trading for Trinity Derivatives Group as an equity options market maker. Rochard also runs a podcast, called Money Owners Podcast, which focuses on mindset around money. Rochard recently published the Personal Finance QuickStart Guide, to help more Americans create their own financial plans and change how they think about money.

Book Recommendation: The Bitcoin Standard Book Recommendation: Why Buy Bitcoin Morgen’s Recent Podcast on Bitcoin CFA Institute Brief: Guide to Cryptoassets
  continue reading

21 episodes

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