Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

Hyper Pony Studio

Owner

North Square Investments

Digital Marketing Consultant

FortéOne

Fractional CMO | Chief Marketing Officer

Ariel Investments

C.S. McKee

UX Collective

Contributing Writer

MAQTOOB

Digital Bootcamp

Instructor

The Simons Group

Senior Designer

👑 Web, Marketing, & Design Expert for Advisory and Consulting Firms 👑 Websites driven by marketing expertise 👉 hyperponystudio.com

👋 Hi I'm Manda!

Follow me and ring my 🔔 if you're in the financial services industry and want to learn more about:

👉 Marketing persuasion techniques 
👉 Writing copy that converts
👉 Attracting potential clients
👉 Turning those prospects into clients
👉 Professionally presenting your brand 
👉 Attracting your ideal clients
👉 Creating an EFFECTIVE website
👉 Establishing trust and building authority

🔻 🔻 🔻 Want to work together? 🔻 🔻 🔻

For advisory and investment firms:
🔹 Complete brand, website, & marketing overhauls
🔹 Ongoing marketing and fractional CMO services
🔹 Deep-dive website audits

For independent financial advisors:
🔹 Deep-dive website audits
🔹 Web and marketing flash audits
🔹 Ignite Your Site course coming soon!

Learn more, view samples of my work, or start your project at hyperponystudio.com!

👑
Hyper Pony Studio 
Digital marketing for the financial services industry

Manda Szewczyk

taplio

The Battle

Jake Heisler, CFP®

Manda Szewczyk

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