Protecting Retirements Before and While They Happen
Read more
Richard and Joe welcomed Paul Hynes, President and CEO of HearthStone Private Wealth Management for a return visit. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. The major topic of discussion will be retirement 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 PODCAST
Listen to a podcast of Paul Hynes’ interview!
Marisa Moris, Spiritual Intuitive, Reiki Master Teacher, Healer and Counselor
Listen to Podcast of the Show clairvoyant This week Richard and Joe welcomed Marisa Moris who has been called the clairvoyant medium next door. Marisa openly discusses her roller-coaster life from standout HS student and athlete to the bad decisions she made involving drugs, running with the wrong crowd, health issues and car wrecks, her out of ...Read moreFritzi Gros-Daillon, Founder and CEO of Household Guardians and Expert on Aging
This week Richard and Joe welcomed Fritzi Gros-Daillon, a highly successful entrepreneur in senior move management, environmental consulting and most recently, the aging-in-place field. Her work entails providing help and insights for the real-life challenges facing Adult Children and their Parents. Her passion for keeping family members safe in their own home environment for as ...Read moreAlex Sonkin, Managing Partner of The Lombardi Group
Listen to Podcast of the Show Alex Sonkin serves as the Managing Partner for show sponsor, The Lombardi Group. Mr. Sonkin works directly with LG Managing Directors as well as LG clients in analyzing fact patterns and ensuring that the appropriate specialists are involved in designing the perfect solution(s) for each specific set of challenges. He ...Read morePaul Hynes CFP, Wealth Manager and Financial Advocate for Seniors
Listen to Podcast of the Show Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management for a return visit. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone Private Wealth Management provides independent thinking, research, advice and disciplined ...Read more
Follow Us!