Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez
Suzanne Siracuse interviews Vanessa Martinez, CEO and managing partner of Expressive Wealth, to explore how holistic financial planning and inclusive communication can transform the client experience. Vanessa shares her journey, rooted in the values instilled by her parents, who overcame educational limitations in war-torn Central America. This background shaped her commitment to empowering clients through …