RIA Stories: Partners in Life and in Business
Founders of Innovative Wealth Building share how they are leveraging specialized knowledge to differentiate their practice.
Subscribe to Newsletter
Related Posts
Horizons 2026 Recap
View DetailsInsights from Inaugural RAI Executive Forum
View DetailsFinancial Planning With Donor-Advised Funds
View DetailsAugust 29, 2022
Terry Parham, CFP®, ChFC®, WMCP®, CLU® and Kennah Parham Kennah Parham, CFP®, ChFC® aren't just partners in business at their RIA firm Innovative Wealth Building; they're partners in life! And they swear by the programs of The American College of Financial Services for giving them the specialization they needed to serve a diverse group of clients and grow their business successfully.
Related Posts
Horizons 2026 Recap
View DetailsInsights from Inaugural RAI Executive Forum
View DetailsFinancial Planning With Donor-Advised Funds
View Details