Finance in a Flash: Get To Know Beacon: Dave Trettel

On this episode of Finance in a Flash, John sits down with Beacon’s newest team member, Dave Trettel. Tune in to learn more about Dave as he shares insights into his personal life, his professional journey in financial planning, and his experiences since joining the Beacon team.  We hope you enjoy getting to know Dave!

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Education, Podcast, Investments, Personal Finance, Retirement Planning, Retiree, Pre-Retiree, TaxJohn Mattopodcast, investing, investment planning, tax planning