Ending Financial Elder Abuse with Paul Hynes
Read moreThis weeks guest will be Paul Hynes, President and CEO of HearthStone Private Wealth Management. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone is a fee-only financial planning firm never satisfied with “good enough” and constantly searching for “better” only settling for “best.” As a fee-only firm, HearthStone’s sole purpose is to provide its clients with investment advice and financial planning.
Paul has a passion for educating and empowering people to make informed decisions in all aspects of their lives, not just financial ones. Together with several other committed professionals, he has formed an alliance “Senior Safe & Sound.” The group believes that no human being in San Diego County should ever have to suffer from financial elder abuse again.
Paul graduated from the University of Virginia with a BA in psychology. He has also completed the professional education program for the Certified Financial Planner requirements at the College for Financial Planning. Paul is a member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and various Estate Planning Councils. Paul was the President of the Strategic Trusted Advisors Roundtable (STAR).
Listen to a podcast of Paul Hynes’ interview!
Bisnow | Almost Never Boring
Richard and Joe interviewed Sean Spear, Business Manager of the Southern California for Bisnow. Bisnow is commercial real estate site that was launched in Washington DC in 2007 and now has more than 32 offices across the nation. Sean has recently opened a San Diego office to promote the events that his company hosts. These ...Read moreStrategic Planning with Business Valuation Expert Carl Sheeler
Richard and Joe welcomed back sponsor and friend, Carl Sheeler of Berkeley Research Group, LLC. Dr. Sheeler recently published a book, Equity Valuation: A Tool to Enhance Value and Mitigate Risk. The book focuses on how to apply valuation techniques and leverage human capital and operational effectiveness. Dr. Sheeler is retained by companies as a “Strategic ...Read moreFounder of Hazel’s Army | Aaron Byzak
Richard and Joe sat down and talked to local activist, Aaron Byzak, who is the founder of Hazel’s Army. Mr. Byzak and his advocacy group have spearheaded reform in the laws and health codes governing assisted living communities and state-run retirement facilities. Along the way, they have discovered the benefits of bridging the gap between ...Read moreUBS Professional Recognition
Drew Freides and Michael Kanigher have been recognized as industry leaders. Drew Freides Barron’s Top 100 Financial Advisors, 2015 Drew Freides Barron’s Top 1,200 Financial Advisors, 2015 Drew Freides & Michael Kanigher Financial Times Top 400 Financial Advisor, 2015 Michael Kanigher Barron’s Top 1,200 Financial Advisors, 2014, 2015 Drew Freides Barron’s Top 1,000 Financial Advisors, 2013Read more
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