Seeking Wealth and Well -Being with Kayla Gunderson

NAPMW The Columbia River hosts Kayla Gunderson, financial advisor, as she speaks on "Women, Wealth, and Well-Being"

Join us to discuss:

• What wealth means to you
• Looking beyond the newspaper headlines
• How to get organized, get invested, and move closer to achieving your goals

More about Kayla:

As your financial advisor, the core tenet of my practice is to go beyond simply providing sound investment advice. Diversification does matter, but ultimately a great financial strategy does not come solely from knowing investments; it comes from knowing you. Having a comprehensive understanding of your wants, needs and personal aspirations will enable me to help relieve the burden of managing your finance while offering you tailored solutions, freeing you to focus on what is most important to you.
My clients and I often have conversations you might not expect from a financial advisor. They have less to do with the details of asset allocation strategy and more to do with the details of your life. Working together, we'll review your concerns, prioritize your goals and create a strategy to help achieve the outcomes you desire. I draw on world-class research, subject matters experts and a robust investment platform to ensure all aspects of the strategy are best fit for your needs. This process allows me to develop a conservative wealth strategy aimed at helping you live comfortably today and protect a family legacy for the future.

Event Venue & Nearby Stays

Heathen Brewing Feral Public House, 1109 Washington Street, Vancouver, United States