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Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

“My personal mission is to educate, inspire, & empower women to invest with confidence.”

I created a “Women Focused” wealth advisory practice because I wanted to help women bridge the confidence gap when it comes to investing. With extensive global investing experience and a career that spans over 24 years and three continents, I have often seen how the financial planning industry fails to adequately address women's unique needs and perspectives.

Women live longer, earn less, and head far more single-parent households than do men. Many married women still defer much of their financial decision making to spouses. Yet nine out of ten women will handle their own finances at some point in their lives. I want to help them better prepare for this inevitability.

As a single woman and a mother of two, I know from personal experience that financially informed and involved women make the best choices. Today, all women — single or married, widowed, or divorced need to plan-ahead for their financial well-being and the financial well-being of their families. This requires that they take control of their finances today and learn how to save, invest, and plan for their future.

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Geeta Brana

I created a “Women Focused” wealth advisory practice because I wanted to help women bridge the confidence gap when it comes to investing.

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