Jun 28, 2016
Roy Rasera is a financial advisor who helps successful couples, professionals, and business owners manage their macro-economic financial strategies. Roy holds 3 degrees from MIT, several financial designations, and is a member of Mensa. He focuses on client education and continued evaluation to co-design, optimize, and implement effective wealth building and protection strategies. Tune in to today’s podcast to discover some of the most common financial mistakes and how just one mistake could end up costing you millions.
For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog
Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.
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Roy is a Registered Representative and Financial Advisor of Park
Avenue Securities LLC (PAS). Securities products and advisory
services offered through PAS, member FINRA, SIPC. Financial
Representative of The Guardian Life Insurance Company of America®
(Guardian), New York, NY. PAS is a wholly owned subsidiary of
Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS
or Guardian. Insurance products offered through One Pacific
Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC.
Pacific Advisors LLC is not registered in any state or with the
U.S. Securities and Exchange Commission as a Registered Investment
Advisor. CA Insurance License Number - 0F17881.
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