Join us September 18th at 11:00am PST as Katherine Phillips, CFP® and Clara Hollin, CFP®, ChFC®, CRPC® host Dr. Naomi Win of Orion to discuss Managing Stress in Times of Uncertainty. 

Dr. Naomi Win is the Behavioral Analyst at Orion, leveraging applied psychology to augment investor resilience and fortify returns in times of turbulence. She draws on clinical practice and current research to clarify the psychological factors that shape decision-making. By mapping the cognitive and emotional drivers that define financial behaviors, she upskills those seeking adaptive strategies to enhance both well-being and wealth.

Katherine Phillips: CA Insurance License #0K85432 and Clara Hollin: CA Insurance License #0C85543. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
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