In this episode of Finance, Fitness & Finesse, JaeVic sits down with Daly C. Andersson, CFA, CFP® — a powerhouse in personal wealth management and a voice for purpose-driven leadership — for a conversation that hits both head and heart. With over a decade of experience advising families, entrepreneurs, and women investors, Daly shares what it’s really like to lead in a male-dominated industry while juggling high-pressure roles and personal milestones like motherhood. They talk about setting boundaries, navigating transitions, and staying rooted in your values when the workplace gets chaotic. From knowing when to push forward to recognizing when it’s time to pivot, Daly brings clarity to the messy middle of professional growth. If you’ve ever struggled with burnout, doubted your leadership, or felt pulled between your career and personal life, this episode delivers perspective, encouragement, and real talk for women — and anyone — navigating career evolution and financial confidence.

Get in touch with Daly Andersson, CFA, CFP®

Website: Sterling Wealth Management

Social Media:

🔗 Visit JaeVic.com for perks, products, and more.

Insta/Facebook: @financefitnessfinesse; @jaelynvickery; @dimensionalwealth

Music:

Producer - Freeway Quez

Writer - Marquest Hall

Instagram: @freewayquez

Email: Freewayquezmusic@gmail.com

Graphic + Brand Design

Marketing - Garriet Pendleton

Brand Management - Garriet Global Marketing LLC

Instagram: @gg_marketingllc

[Disclaimer: "This podcast is for conversational purposes only and does not constitute financial or mental health advice. Always seek professional guidance tailored to your personal needs."]

Leading with Balance: Women, Wealth & Work with Daly Andersson