In the latest episode of 'Cseking In,' host Nikki Csek sits down with the dynamic duo of wealth management, Karen Erickson and Kayla Caruana. 

Together, they have their own firm, called Karen & Kayla – IG Private Wealth Management.

As a mother-daughter team of certified financial planning (CFP) professionals, Karen and Kayla bring a sophisticated and detailed approach to managing wealth. 

They excel in developing customized strategies with a focus on tax efficiency, providing a distinctive perspective within the financial planning domain.

Specializing in serving high net worth individuals, their clientele includes 55+ active retirees, business executives, and even social media influencers, showcasing the broad spectrum of their expertise.

The episode delves into their industry insights, shedding light on what it's like to lead lives as financial planners. 

Listeners are treated to a glimpse into their world as they discuss the intricacies of estate planning and tax efficiency. 

The duo's thoughtful insights provide valuable information for those seeking a better understanding of the world of wealth management.

For those intrigued by their careers and keen to gain further insight, watch the full episode for an in-depth exploration of Karen and Kayla's experiences and expertise in the realm of wealth management.