From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS

The Active Advisor

Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast.

Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Barbara Ginty, CFP®, CEPA®, and President of Independent Financial Services. Barbara was recently named by Forbes as a "Top Women Wealth Advisors Best-In-State" for New York.

Here are some of the talking points from the episode:

• Barbara’s journey from Wall Street to Main Street
• Why service is the #1 differentiator
• Probate – why to avoid it at all costs
• Why being a woman in finance is more attainable than it seems
• The importance of women taking control of their finances
• The genesis of Barbara’s podcast, #FutureRich

Barbara Ginty is a Certified Financial Planner and the host of the “Future Rich” podcast. Each week on the show, Ginty interviews women about their finances and helps them develop a plan to achieve their goals. The podcast was selected by NextAdvisor as one of the 10 Best Finance Podcasts for 2021.

Barbara previously worked for Bloomberg and Credit Suisse and is now the owner of a wealth management firm, Independent Financial Services, that caters to clients from all financial backgrounds and ages. In addition to one-on-one client meetings, she also provides financial literacy classes and online content through her company, Planancial.

Guest Details

• Barbara Ginty on LinkedIn
• Independent Financial Services Website

Harbor Capital Details:

• Harbor Capital Website
• Harbor Capital on LinkedIn
• Harbor Capital on Youtube
• Harbor Capital on Twitter
• Host Bryan Moore on LinkedIn

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
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