Barbara Treadwell, CFP, BFA, CLU, ChFC, CAP, REBC, and founder of Barbara Treadwell, LLC (www.barbaratreadwell.com), has spent 43 years helping people protect what matters most. A former therapist turned financial planner, she brings psychology to finance, blending empathy with expertise. She’s an author, podcast host, and philanthropist, but her greatest work lies in the liv...
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CIO Views title: CIO Views - Business Ideas & Success Stories of Eminent Personalities.