Manage series 1174486
بواسطة Sudden Wealth Radio، اكتشفه Player FM ومجتمعنا ـ حقوق الطبع والنشر مملوكة للناشر وليس لـPlayer FM، والصوت يبث مباشرة من خوادمه. اضغط زر الاشتراك لمتابعة التحديثات في Player FM، أو ألصق رابط التغذية الراجعة في أي تطبيق بودكاست آخر.
I am a national expert on sudden wealth. My wealth management firm (www.PacificaWealth.com) has developed a unique process for handling the financial--and often psychological--issues of sudden wealth from inheritance, lottery, divorce, stock options, lawsuits, sports/entertainment contracts, or business sales. For clients who experience a sudden wealth event and may feel overwhelmed and need immediate clarity on the various financial, legal, and tax issues, I am able to provide them with instant insight into what they have and a comprehensive strategy to protect it and manage it. I am a CFP with master’s degrees in financial services and psychology. I am a #1 national bestselling financial author and have appeared as a financial expert on such shows as Dr. Phil, Good Morning America, 20/20, ABC News, and Katie Couric. Contact me at firstname.lastname@example.org.