In this episode of “Conversations with Curio,” Founder and Senior Advisor Liz Gillette, CFP®, and Associate Financial Advisor Stefan Revelo, CFP®, EA, go behind the scenes at Curio Wealth to provide insight into what we do as financial advisors. Which services do we provide to our clients, and which do we not? When clients approach us with their financial situations and questions, what is our approach to providing personalized guidance?