In a world full of constant distractions, the people who choose to make time for us stand out — and for Charlie Horonzy, founder of Focused Up Financial, that simple act has become one of the clearest measures of trust. Across his career, Charlie has experienced both the steady confidence that comes from a generous mentor who always shows up, and the frustration that emerges when communication breaks down and leadership disappears. Those two contrasts shaped his entire understanding of trust,...
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In a world full of constant distractions, the people who choose to make time for us stand out — and for Charlie Horonzy, founder of Focused Up Financial, that simple act has become one of the clearest measures of trust. Across his career, Charlie has experienced both the steady confidence that comes from a generous mentor who always shows up, and the frustration that emerges when communication breaks down and leadership disappears. Those two contrasts shaped his entire understanding of trust,...
When Wealth Meets Trust: Compassionate Financial Planning with Nicole Meihofer
The Rise and Fall of Trust
30 minutes
2 months ago
When Wealth Meets Trust: Compassionate Financial Planning with Nicole Meihofer
Managing someone’s wealth isn’t just about numbers, strategies, and returns—it’s about trust. In this episode, Anne sits down with Nicole Meihofer, founder of Pearlvest Capital, to explore the deeply personal side of wealth management. Nicole shares her journey from Merrill Lynch to launching her own independent firm, revealing how personal loss and professional challenges shaped her empathetic, client-centered approach. Through stories (like guiding a client through trauma spending after los...
The Rise and Fall of Trust
In a world full of constant distractions, the people who choose to make time for us stand out — and for Charlie Horonzy, founder of Focused Up Financial, that simple act has become one of the clearest measures of trust. Across his career, Charlie has experienced both the steady confidence that comes from a generous mentor who always shows up, and the frustration that emerges when communication breaks down and leadership disappears. Those two contrasts shaped his entire understanding of trust,...
