Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

84. Looking Back To Move Forward with Erik Schei, CFA and CeFT®

GettingThere2-scaled
January 5, 2022/Gates Pass Advisors
  • Esther Szabo and Erik Schei look back at the questions clients wanted the answer to in 2021 and discuss financial planning trends moving into 2022
  • They discuss some of the themes they noticed and the pandemic’s impact on political, investment, and societal events

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GATES PASS ADVISORS TEAM

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K. Esther Szabo, CFP®(opens in new tab)

Certified Financial Transitionist®
Founder and CEO

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Erik Schei, CFP®, CFA(opens in new tab)

Certified Financial Transitionist®
Senior Advisor

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