- 0Total Learners
- 0Total Sessions
- Apr 25, 2016Active Since
- Encinitas, United StatesLocation
Introduction
After 20 years of working with wealthy families, I've picked up on a few things. Wealth is created in one of three ways: monetizing a business, real estate as an investment, or through inheritance. Most of the wealth created is also lost by the second or third generations.
What are you doing to create wealth and add value? What are you doing to prepare your children for the decisions they'll face?
A non-traditional route through the worlds of finance and philanthropy have provided a unique perspective on guiding families through major decisions. An extensive background in...
Experience and Distinctions
20 years in the financial world
National Award - Wealth Managers with Heart
Founder - Main Street Philanthropy, 501(c)3
Founder - MyCompanyGives
Founder - Akili Capital
Founder - 303 Advisors
Founder - Mastery Initiative
Five Star Wealth Manager Award