Preview Mode Links will not work in preview mode

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.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation.

Guest speakers are not affiliated with Guardian or PAS unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

 

Roy Rasera CA Insurance License #0F17881 Registered Representative & Financial Advisor of Park Avenue Securities, LLC (PAS) OSJ: 3585 Maple St #140, Ventura, CA 909-399-1100. Securities products/services and advisory services offered through PAS, member FINRA, SIPC. PAS is an indirect wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Pacific Advisors LLC and UtorWealth are not affiliates or subsidiaries of Guardian. Pacific Advisors LLC and UtorWealth are not Registered Investment Advisors. Paul Adams is not affiliated with Park Avenue Securities.

Guest speakers are not affiliated with Guardian or PAS unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value.

2019-76214 Exp. 4/21