You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Solving Today’s Problems and Building Trust for Tomorrow

September 10, 2019

Charles Adi is a financial advisor who owns and operates his own firm, Blueprint 360, in Houston, TX. In this conversation, Charles opens up about his background, the path that brought him to financial planning, and how he’s grown a thriving firm from the ground up.