Zoe Sexton is a financial services entrepreneur with over 20 years in the industry and a talent for bringing clarity to complex problems. She has an extensive background not only as an advisor, but also as an advisor to advisors, consulting on business strategy, communications and organization and conducting focus groups. She has taught courses to both investors and advisors, often focusing on women and financial fitness. Zoe received an MBA from Dominican University with a focus on financial management and strategic leadership in 2002. Her undergraduate degree was completed at University of California in Santa Barbara where she received a BA in Film Studies.
Women are filled with wisdom derived from their values, their experiences and their contributions to their friends, families and causes. This may be obvious, but what is not obvious is why so many women are so poorly equipped financially at the times in their lives when it becomes most important.
You will learn:
To plan your financial life organically
To think about your future holistically