Birch Financial Group
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.
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Birch Financial Group
Birch Financial Group specializes in full-service financial planning for busy professionals in New Hampshire and beyond. Our personalized strategies are designed to evolve with you, providing down-to-earth advice and clear financial guidance. Whether you're planning for retirement, real estate, or education funding, we create custom solutions aligned with your entire life's goals. Let us handle the details, so you can focus on what matters most to you. Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartnersis.com/Disclosures.10.htm.