Cultural Capital

Terry Bradford-Crane is a Certified Financial Planner practitioner and investment advisor with over 20 years of experience associated with the financial services industry as a financial advisor (CFM) and registered representative, financial literacy advocate, pro bono planner, guest speaker, or educator.

 

Terry is the owner of BradfordCrane Company LLC, a comprehensive financial planning firm initially established in 2004 to educate individuals on investment topics, inspire investors to reach for their own financial independence, deliver presentations on portfolio development, and provide pro bono financial planning advice to organizations and individuals as a service to her community. 

 

In this episode, Terry speaks about her transition from Career to SAHM (Stay at Home Mom) to Career, the phases of "financial caretaking" and the importance of what she calls "cultural capital" to the financial planning process.