Newsroom
Laura Mattia, Ph.D, MBA, CFP®, Senior Vice President and Financial Advisor on the Atlas Team at Wealth Enhancement, has been named to InvestmentNews’ 2025 Hot List.
Newsroom
Dustin Smith, Senior Vice President, Financial Advisor discusses three simple, flexible, and realistic budgeting approaches.
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Daniel Goodman, CFP®, CLU®, Senior Financial Planner at Wealth Enhancement, was featured by Financial Advisor IQ in the article, “The End-of-Year Tax Moves FAs Are Making”
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Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by CNBC’s Closing Bell.
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Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was featured by Bezinga in the article, “Unlike Ben Shapiro And Grant Cardone, Most Americans Still See Retirement As One Of Life’s Biggest Goals And Not A ‘Stupid Idea’”
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Britta Ferguson, CEPA®, CFP®, Senior Vice President and Financial Advisor on the Gensler Team at Wealth Enhancement, has been named to the San Diego Business Journal’s 2025 List of 500 Most Influential people in San Diego.
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Dustin Smith, Senior Vice President, Financial Advisor joins CBS News Minnesota to discuss how children’s early experiences with money can shape their financial behavior well into adulthood.
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Wealth Enhancement’s survey was featured by AARP in the article, “Stressed About Money? Here’s How to Cope”
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Fred Dent, CFA®, Senior Vice President and Financial Advisor at Wealth Enhancement, was interviewed on WRKF 89.3 - Baton Rouge Public Radio.
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Nicole Webb, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, was interviewed by Fox Business.
