Today we meet Kleo Curry, Certified Financial Planner at UBS. The ladies discuss Kleo learning from her grandfather, our responsibility of being of service, leaving political science for the finance industry, and the importance of representation. Kleo also tells us what keeps most of her clients up at night and shares an interesting statistic. They also dive into diversifying your assets, and having the “death” talk with her husband.
LinkedIn: linkedin.com/in/kleo-curry-0049795
Website: ubs.com/team/potomacwealthgroup
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Website: www.blackgirlflyofficial.com
Email: hello@podcast2impact.com
Instagram: @blackgirlflyofficial
00:25 - introductions
00:56 - guest introductions
02:16 - Kleos childhood goals
05:14 - transitioning into the financial industry
11:15 - advice for people on their wealth journeys
18:47- framing our lives into three buckets
22:45- impact on the black community
28:28- how do you approach asset allocation
32:10 - impacts of not working with financial professionals
34:30 - getting started on a financial journey now
37:30- areas that are overlooked
43:20 - Outro
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