Felena Hanson sat down with Certified Financial Planner, Shelley Murasko, to discuss 2024 financial trends.
Shelley’s unconventional career path from engineer to financial advisor was largely inspired by working alongside successful, hard-working people who despite terrific careers and the best intentions were missing out on smart financial planning moves.
With a long-standing love for investing and personal finance, Shelley took the career leap in 2013 by earning her financial planning credential, passing the difficult CFP® Board exam, and joining a successful investment company, Bahr Investment Group.
In 2016, she launched Wealthrise with the goal of combining competent low-cost investing with a compassionate style of financial planning. By offering investment grade investments with a high level of personal service, Wealthrise now serves over 100 families and $90 Million in assets under management.
In addition to leading Wealthrise, Shelley enjoys spending time with her family which includes two kids and a Vizsla dog. Also, she loves to carve out time for yoga, hiking with friends, and travel.
LinkedIn: www.linkedin.com/in/shelleymurasko
Website: wealthrisefp.com
