Tom Fleishel connects with Keira Espada, a dedicated financial advisor with Fleishel Financial Associates. They explore the journey from personal stories of financial struggle to career pivots that led Keira to her passionate role in the world of finance. Tom and Keira delve into the importance of relationship-building in financial planning, reflecting the firm’s ethos of blending financial expertise with genuine human care.Keira discusses:
- Transition from banking to financial advising based on her family’s experiences [00:04:24]
- The essence of cultural fit and relationship-driven work at Fleishel Financial [00:06:26]
- Navigating personal growth and career turning points within the industry [00:09:06]
- The challenges of advising amid personal client struggles, such as dementia [00:16:50]
- Ways to maintain a balance between professional development and personal life [00:19:27]
- And more!
Resources:
Connect with Tom Fleishel:
- (386) 738-1800
- fleishelfinancial@raymondjames.com
- LinkedIn: Thomas Fleishel
- Fleishel Financial Associates
Connect with Keira Espada:
About Keira Espada:
Keira Espada has dedicated the past 18 years to the financial services industry, driven by a passion for helping clients achieve financial security and retirement success. With a deep understanding of the challenges families and business owners face, [Nombre] provides strategic guidance to empower individuals with Clarity and Confidence for Life®. Beyond her professional expertise, she is an active community leader, having served as past president of the Rotary Club of DeLand and a member of the DeLand Elks, where she contributes to initiatives that support local needs.
Her commitment to financial empowerment is rooted in personal experience, inspired by witnessing her entrepreneur parents navigate financial hardships. This perspective fuels her mission to equip clients with the tools and knowledge needed to build lasting financial stability. When not advising clients, she enjoys outdoor adventures like kayaking and camping, as well as spending quality time with family and music, finding balance between work, community, and personal fulfillment.