About the Show
Bridging the Gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.
About the Topic
Dany Martin, Partner and Wealth Advisor at Williams Financial Advisors, LLC and a recent recipient of Investment News’ 40 Under 40, joins Matt on this episode of Bridging the Gap. Dany shares his story, his journey in the wealth management industry, how he serves his local community, and more.
Join Dany Martin and Matt Reiner in this inspiring conversation.
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Host
Matt Reiner, CFA, CFP®
I’ve been fortunate to be around the wealth management business for over 25 years. Along with this, I’m also the CEO of a tech startup. These experiences have given me a bird’s eye view of both the technology and financial services spaces.
