Viewing all articles tagged as:
Family, Friends, and Finances
Financial role models and your money: 5 minutes with Carlos Travieso
August 3, 2020
"Who taught you about money?" That's the first question Carlos Travieso asks his clients when meeting them for the first time to discuss financial planning. To Carlos, learning about a client's financial role model is an essential step in the financial planning process.
Read more
5 minutes with Jen Becker, financial professional
July 27, 2020
Q: You had a unique path to becoming a Thrivent financial professional. Tell us about that? A: In 2007, after working for an insurance company, I had been interviewing with a financial services firm, and accepted its offer to be a financial advisor. And right around that I met with my parents' longtime Thrivent financial professional to discuss my life insurance policy. When I told him about the job I was about to take, he said "I've never done this before, but I know your work, and I know your family's work ethic, so I'd like to offer you a partnership at my practice."
Read more
< NewerOlder >
T.COM-K.1.8