YouTube Video UExFMXRpVmJ3U1l5U1RUQzVTZnY0UlJNNjF3RlhVOXlCSS5DNkMwRUI2MkI4QkI4NDFG

A clip from the Firm Transitions podcast featuring guest, Jason Barber, CFP®, of Uptick Partners and Holistic Planning<br /><br />#FATransition #coreywalen #financialadvisor #independentadvisor #edwardjones #raymondjames #merrilllynch #morganstanley #ubs #wellsfargo #lpl #short #shorts #linkedin <br /><br />----<br />► Useful? <br /><br />Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ<br /><br />Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664<br /><br />Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5 <br />----<br />Contact & connect with me:<br />Call or Text: (908) 902 4903<br />Meet: https://calendly.com/coreywalen<br />LinkedIn: linkedin.com/in/coreywalen<br />LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/<br />Website: https://www.coreywalen.com<br /><br />Thanks for watching!

Providing Unique Investment Opportunities for HNW Clients — with Jason Barber

Firm Transitions Podcast With Corey Walen 161 views August 7, 2025 12:01 pm

Providing Unique Investment Opportunities for HNW Clients — with Jason Barber

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