Damon King (@damonmking1) is an investment advisor at ChappelWood Financial Services in Edmond, OK. As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Damon is an Investment Advisor to Millionaires, Radio Show Writer and Co-Host, Financial Education Instructor and Speaker, and Cheerleader for Millionaires and Aspiring Millionaires.
In this episode, Brian and Damon discuss:
- The Dynamic World of Financial Planning
- The Importance of Serving Clients Based on Their Needs
- Preserving Legacies
- The Impact Financial Planning Can Have on Individuals and Families
Facebook: https://www.facebook.com/damon.king.5439/
Youtube: https://www.youtube.com/@financialdiva
Podcast: https://hubhopper.com/podcast/its-all-about-the-money-honey/46539
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