Category : Wealth Management

Brenda Geiger, Expert Estate & Business Planning Attorney and Michelle St. Clair, CEO of Elite Lifestyle Mgmt

BY clawver
IN Elite Lifestyle Management, Entrepreneur, Family Office Advisor, Finance, Geiger Law Office, Guests, Sponsors, Wealth Management

Posted: September 8, 2016
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Richard and Joe welcomed show sponsor Brenda Geiger, trust attorney, and Michelle St.Clair a luxury concierge. Brenda Geiger and the…

Anthony Lombardi, Expert Trainer for Financial Advisors

BY clawver
IN Authors, Certified Public Accounting - CPA's, Family Office Advisor, Finance, Guests, Investments, Perfect Client, Sponsors, Wealth Management

Posted: July 29, 2016
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This week Richard and Joe welcomed show sponsor, Anthony Lombardi, founder, and CEO of The Lombardi Group. Since 1995, Mr.…

Mortgage Solutions with Peter Tentler and Nathan Watkins

BY clawver
IN Banking, Ecomonics, Guests, Sponsors, Wealth Management

Posted: February 19, 2016
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Richard and Joe welcomed Peter Tentler and Nathan Watkins to the show this week to discuss forward and reverse mortgages.…

Curt Gautreau and Joel Grushkin of Cost Segregation Initiatives

BY clawver
IN Cost Segregation, Guests, Investments, Sponsors, Taxes, Wealth Management

Posted: November 27, 2015
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Richard and Joe welcome back Joel Grushkin, the San Diego Regional Director of Cost Segregation Initiatives (CSI), and Company President,…

Protecting Retirements Before and While They Happen

BY clawver
IN Charity, Collaboration, Elder Abuse with Paul Hynes, Foundations, Guests, Legacy, Transcending, Wealth Management

Posted: November 13, 2015
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Richard and Joe welcomed Paul Hynes, President and CEO of HearthStone Private Wealth Management for a return visit. A Certified…

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