Ami: Life Coach

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Ami - Life Coach (ISCI: XJOS10013D)

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TEXT OVERLAY: Independent financial advisors put you first. Always.

Ami D.

Independent Financial Advisor Since 2019

VO:

Managing a client's wealth is kind of like being a life coach. There's a lot more conversations that I'm having about their families, how to transfer wealth to the next generation, and how do we transfer not just money but also values? My promise to my clients is to always, always have their best interests first.

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(0424-NTUY)

These advisors custody with Schwab Advisor Services™ and were not compensated for their comments. Schwab paid travel-related costs.

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