top of page
704-698-4055
Search
Randy A Fox, CFP®, AEP®
Mar 27
Finding Family Harmony in Financial Planning
An Interview with Rod Zeeb of The Heritage Institute Rod Zeeb is CEO of The Heritage Institute which he founded in 2003. The Heritage...
Randy A Fox, CFP®, AEP®
Apr 7, 2021
Podcast: The importance of effective professional collaboration
Rod Zeeb of the Heritage Institute speaks with Randy Fox, who is a wealth strategist, philanthropic estate planner, and educator.
bottom of page