Liana Poodiack

Liana Poodiack, CFP®, is a seasoned financial professional with extensive experience in wealth management and financial advisory services. Currently serving as Co-Founder and Owner at Birch Financial Group since October 2024, Liana previously held the position of Managing Director - Wealth Manager at Steward Partners Global Advisory from November 2016 to October 2024. Liana's earlier roles include Financial Advisor at Wells Fargo Advisors from April 1998 to November 2016, and Branch Manager at Granite Bank from May 1989 to April 1998. Liana holds a Bachelor's Degree in Accounting from Franklin Pierce University, obtained between 1989 and 1996.