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Podcast: Digging In
Episode: New Roles, Same Mission: Alex Allegro on Growth and Putting Clients First - Digging In - Rooted Wealth Advisors
Description: Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.In this episode of Digging In, host John Savarino chats with Planning Advisor Alex Allegro about his exciting new roles at Rooted Wealth Advisors and what this evolution means for the clients we serve.They cover:• Alex’s expanded responsibilities and leadership within the firm• How professional growth translates to deeper client relationships• The ongoing commitment to care, clarity, and confidence in every financial planGet a closer...