Back to Executive Financial Counseling Insights Executive Financial Counseling: Planning to Protect Your Life’s Work Daniel Park Doug Bonaquist Nicole Joko September 28, 2021
Meet The Author Daniel Park Client Advisory Dan is a Partner in the New York office and has more than twenty years of experience counseling corporate executives and high-net-worth individuals and families... Learn More
Meet The Author Doug Bonaquist Client Advisory Doug is a Partner and the Head of Corporate Business Development. He is responsible for developing corporate client relationships and assisting companies in designing Financial... Learn More
Meet The Author Nicole Joko Client Advisory Nicole is a Principal in the Orange County office. She has twenty years of experience in managing relationships and working with senior executives and high... Learn More
Executive Financial Counseling Why Financial Planning Belongs as a Workplace PerkCompeting for top talent in a global marketplace requires giving the best candidates a compensation and benefit package that covers their needs and protects their…