Misty Weltzien
CFP, ChFC, CLU
CA, USMisty Weltzien, CLU®, ChFC®, CFP®, is a mom, wife, daughter, friend, and entrepreneur striving daily to make herself less of a self- proclaimed "disaster." She believes in the continual pursuit of self-improvement and striving to make the world a better place.
Through her journey, she has learned strategies that have helped her juggle being a Managing Partner in her financial services firm, co-owning an automotive repair shop, running a real estate investment business, and becoming an author and keynote speaker, all while being a mother to two rambunctious boys under age five. She has learned that none of us have a time management problem, we have a priority management problem, and coaches' people on how to make their life's goals and vision a reality through effective priority management.
She is an advocate for women in her profession, adores people and animals, and is a travel junkie.
Misty Weltzien, CLU®, ChFC®, CFP®, is a mom, wife, daughter, friend, and entrepreneur striving daily to make herself less of a self- proclaimed "disaster." She believes in the continual pursuit of self-improvement and striving to make the world a better place.
Through her journey, she has learned strategies that have helped her juggle being a Managing Partner in her financial services firm, co-owning an automotive repair shop, running a real estate investment business, and becoming an author and keynote speaker, all while being a mother to two rambunctious boys under age five. She has learned that none of us have a time management problem, we have a priority management problem, and coaches' people on how to make their life's goals and vision a reality through effective priority management.
She is an advocate for women in her profession, adores people and animals, and is a travel junkie.
Women In Finance: How To Succeed In A Male-Dominated Industry
Overcoming Weaknesses To Build A Successful Team
