EP 03: HOW & WHY OF WORKING WITH A FINANCIAL ADVISOR WITH PAM KRUEGER
Pam Krueger is the founder and CEO of Wealthramp, an advisor matching platform that connects consumers with rigorously vetted and qualified fee-only financial advisors. It is the only advisor referral service that gives people full control over when and how they talk to their referred advisors.
Pam is also the creator & co-host of MoneyTrack and Friends Talk Money podcast, now in its 10th season. MoneyTrack aired on 250+ public stations on PBS from 2005-2019 and was funded by the Investor Protection Trust.
With more than 25 years in investor advocacy, Pam is a leading voice on financial literacy and financial empowerment. She’s been the recipient of two Gracie Awards for educating the public about personal investing and received the 2021 Special Achievement Award from the National Association of Personal Financial Planners (NAPFA) for her work educating individuals about the value of fee-only financial advice.
Her perspectives on personal finance regularly appear in Marketwatch, Kiplinger, PBS Next Avenue, and she is a frequent speaker on fiduciary financial advice. In addition, Pam is an active volunteer member of the Retirement Income Committee at the Defined Contribution Institutional Investment Association (DCIIA), a non-profit dedicated to enhancing the retirement security of America’s workers. She has also served on the board of California Jump$tart Coalition, an organization dedicated to increasing financial literacy among children and teens, where she created one of their most successful curricula available for K-12 teachers called, Investing Pays Off For Kids.
Get matched with a vetted fiduciary advisor that you can trust
You could spend weeks researching financial advisors, and still end up with someone who’s not obligated to work in your best interest. Wealthramp has done the research for you.
Go to wealthramp.com/venturef and get a free initial consultation with your advisor of choice.
