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Get the most from your finance career with Kari Ellis, an inspirational leader who applies her skills and experience to help people achieve their potential.
FRESNO, Calif. - Californer -- Joining host Tom Hegna on "Financial Freedom with Tom Hegna" is Kari Ellis, the Founder & CEO of WayPoint Consulting Partners. With over 15 years of experience in the Insurance and Financial Services field, Kari is an industry expert.
As a leading Career Consultant, Kari recruits experienced financial advisors and insurance professionals across the country, covering traditional brokerage, boutique, and regional firms and the possibilities within the independent broker-dealer, and RIA space. She is also actively involved in supporting and empowering women in finance.
There's growing evidence to suggest that more women are seeking out and preferring to work with female financial advisors. As the largest generational wealth transfer in history unfolds, women are central to this shift and are expected to control nearly 40% of U.S. wealth within the next five years. Inspired by her own experience Kari advocates for women finding their place in the financial world and building their own success.
More on The Californer
If you work in the finance sector, and need help navigating your existing career path or finding a new one don't miss this episode of "Financial Freedom with Tom Hegna" coming up on CNBC Saturday June 14 at 9:00 am EST. The series is aired nationally as sponsored content to build financial awareness.
https://www.youtube.com/watch?v=k-_IMIOO3d8
The US wealth management industry entered 2025 from a position of strength, with solid fundamentals in place. Demand for its services continues to grow as Americans become wealthier and their needs become more complex. This increasing demand is illuminated by clients' growing willingness to pay for human-delivered advice. Making significant strides and becoming a powerful force within the financial industry Kari is reshaping traditional norms by fostering innovation, and contributing unique insights in an industry that is growing.
Tune in to "Financial Freedom with Tom Hegna" Saturday June 14 at 9:00 am EST. For more information about Kari Ellis and WayPoint Consulting Partners visit https://www.waypointconsultingpartners.com/.
More on The Californer
Tom Hegna CLU, ChFC, CASL is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the "optimal" way.
WayPoint Consulting Partners mission is clear: to EMPOWER seasoned professionals in the Financial Services Industry and help them discover exciting new career prospects.
As a leading Career Consultant, Kari recruits experienced financial advisors and insurance professionals across the country, covering traditional brokerage, boutique, and regional firms and the possibilities within the independent broker-dealer, and RIA space. She is also actively involved in supporting and empowering women in finance.
There's growing evidence to suggest that more women are seeking out and preferring to work with female financial advisors. As the largest generational wealth transfer in history unfolds, women are central to this shift and are expected to control nearly 40% of U.S. wealth within the next five years. Inspired by her own experience Kari advocates for women finding their place in the financial world and building their own success.
More on The Californer
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If you work in the finance sector, and need help navigating your existing career path or finding a new one don't miss this episode of "Financial Freedom with Tom Hegna" coming up on CNBC Saturday June 14 at 9:00 am EST. The series is aired nationally as sponsored content to build financial awareness.
https://www.youtube.com/watch?v=k-_IMIOO3d8
The US wealth management industry entered 2025 from a position of strength, with solid fundamentals in place. Demand for its services continues to grow as Americans become wealthier and their needs become more complex. This increasing demand is illuminated by clients' growing willingness to pay for human-delivered advice. Making significant strides and becoming a powerful force within the financial industry Kari is reshaping traditional norms by fostering innovation, and contributing unique insights in an industry that is growing.
Tune in to "Financial Freedom with Tom Hegna" Saturday June 14 at 9:00 am EST. For more information about Kari Ellis and WayPoint Consulting Partners visit https://www.waypointconsultingpartners.com/.
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Tom Hegna CLU, ChFC, CASL is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the "optimal" way.
WayPoint Consulting Partners mission is clear: to EMPOWER seasoned professionals in the Financial Services Industry and help them discover exciting new career prospects.
Source: Spotlight Television
Filed Under: Financial
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