• Guiding Businesses into the Digital Future: centrexIT

    eric-rockwellPhoto of Regents Bank President Sean PuckettThe show welcomed back sponsor Sean Puckett of Regents Bank. Mr. Puckett introduced us to Regents Bank client, Eric Rockwell, President and CIO of centrexIT. Since the company’s founding in 2002, centrexIT has become a leader in San Diego technology management and IT consulting. In 2010, the San Diego Business Journal named centrexIT as one of the top-100 fastest growing companies in San Diego. They have created the brands buildIT, manageIT, cloudIT, and growIT which are best-in-class technology solutions that are stable, scalable and secure.

    Mr. Rockwell is a graduate of the University of California San Diego where he received his undergraduate degree in Computer Science. He has extensive experience in transitioning medical practices to electronic health records with zero percent data loss.

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    Listen to a podcast of Sean Puckett and Eric Rockwell’s interview

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  • Richard’s Interview with Tony Roth

    Listen to Podcast of the Show ORichard interviewed Anthony Roth. Tony recommends customized investment strategies for UBS’s high-net worth clients. Prior to this job, Tony served as Co-Head, Advisory Services Division, at Bear, Stearns & Co., where he managed a team that provided customized and scalable solutions to family office and institutional clients with significant means. ...
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  • An Article About Richard in the San Diego Union Tribune

    Carmel Valley man to run Boston Marathon for blind school Carmel Valley resident Richard Muscio, co-host of a KFMB 760 radio show on finances, will run the 26.2 mile-Boston Marathon April 16 to raise money for the Perkins School for the Blind based in Watertown, Mass. Muscio is one of 10 runners from across the country on ...
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  • Lunch with Judge David Laro

    Richard hosted lunch in mid-March with Judge Laro and six other guests at the University Club in San Diego. All of the guests got the Judge’s Business Valuation book, which is now out in second edition. He is this Country’s most prominent Tax Court Judge on matters of Valuation for Estate tax and Gift tax ...
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  • Carl Sheeler Talks with Richard About Business Valuations

    Listen to Podcast of the Show On Sunday April 1st, Richard interviewed sponsor Carl Sheeler about his approach to business valuation. This excerpt from Business Valuations, Ltd., outlines some of the major issues to consider when hiring a business valuation expert: “You need a business valuation” is the statement made to just about every business owner eventually ...
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