Bridget Farrington, RICP®
Director of Client Education
P: (212) 681-0460
Email: bridget@druckerwealth.com
As the Director of Client Education at Drucker Wealth I have a hand in helping our clients get the most value out of their relationship with our firm.
Before you even have your first Right Fit call with our team, I am at work behind the scenes to provide you with opportunities to further educate yourself about our Financial Life Planning process.
Once you complete your Financial Life Plan® and choose to come on board as an ongoing Investment Client, I will be there to help you gain online access to your accounts! So if (and when!) you get locked out of your account or need help viewing your statements, I am your person!
I started my career in financial services in 2014 and immediately fell in love with the the work I was doing - helping people connect with advisors who can positively impact the course of their financial life.
I know financial planning can seem overly complicated and even scary at times, especially with of all the jargon and formalities often involved with meeting an advisor.
But what I quickly realized was... it does not need to be that way! Financial planning can be fun and empowering when you have the right team of people to support you.
As the Director of Client Education at Drucker Wealth I continue on my mission to connect our incredible team with HENRYs and hard working young professionals who need financial guidance.
When I am not planning our next client event or adding a new blog to our website, you can find me hanging out with my dachshund, Ella!