Myth: I Don’t Have to be Involved in the Family Finances
In today’s episode, Kathleen interviews Lou Tranquilli, owner of Tranquilli Financial Advisor. Together they explore the unhealthy money script that only one partner needs to be involved with the family finances. Lou often sees this belief in his clients and how this negatively impacts one or both partners. Lou also offers some personal and professional insights into how to become more involved in the family finances, even if it’s not your passion.
Listen to the full podcast on Breaking Money Silence here
Tranquilli in the News
Local financial advisor honored with award
The Investment Center, Inc., an independent broker-dealer of Bedminster, honored Louis Tranquilli of Tranquilli Financial Advisor in Clinton, with their prestigious Ralph S. DeVito Award at its Annual National Education Conference in Boston, Mass., this week. Tranquilli, now a two-time recipient of this distinguished honor, was recognized among 250 fellow financial advisors for his exceptional client relations, support of the community, and overall business development.
Read the full article on NJ.com here
The Investment Center, Inc. Named Broker-Dealer of the Year for the 7th Time
The Investment Center, Inc., an independent broker-dealer, has been named Broker-Dealer of year for a seventh time by Investment Advisor Magazine.
President and CEO, Ralph DeVito stated:
“We are all extremely proud to receive this prestigious award for the seventh time and believe it is a testament to the strength of our primary focus — the success of our advisors.”
Read the full article on MarketWired.com here