09/01/2026
Financial Planning Starts with a Conversation
A financial plan is about more than investments. Itโs about understanding your goals, your priorities, and what makes sense for you.
Oliver Tutt, CFPยฎ, SVP/Director of Wealth Management & Financial Planning at NCU Investment Solutions, recently joined The Rhode Show to talk about financial planning, investing, and why getting started can be as simple as having a conversation.
Watch the full segment: https://www.wpri.com/rhode-show/navigating-your-finances-with-navigant-credit-union-2/