The Advisor View

Welcome to “The Advisor View,” brought to you by Citizen Mint . Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Louis Green of Prestiq Wealth. Louis shares his path into wealth management and the story behind Prestiq Wealth, offering insight into how the firm delivers institutional-quality inve...

Welcome to “The Advisor View,” brought to you by Citizen Mint . Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Rubin Miller of Peltoma Capital Partners. Rubin shares his path into wealth management and the story behind Peltoma Capital Partners, offering insight into how the firm helps individu...

Welcome to “The Advisor View,” brought to you by Citizen Mint . Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Frank Byskov of Forty4 Financial. Frank shares his path into wealth management and the story behind Forty4 Financial, offering insight into how the firm helps clients simplify complex...

Welcome to “The Advisor View,” brought to you by Citizen Mint . Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Rebecca White of Harrington Investments. Rebecca shares her path into wealth management and the story behind Harrington Investments, offering insight into how the firm approaches inve...

Welcome to “The Advisor View,” brought to you by Citizen Mint . Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Guillaume Decalf of Oui Financial. Guillaume shares his path into wealth management and the story behind Oui Financial, offering insight into how the firm approaches financial advice...

Welcome to “The Advisor View,” brought to you by Citizen Mint . Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Matthew Oberdorfer of ObFi.com. Matt shares his path into wealth management and the story behind building a modern advisory focused on helping clients avoid costly financial mistakes...

Welcome to “The Advisor View,” brought to you by Citizen Mint . Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Dale Shafer of Life Moves Wealth Management. Dale shares his path into wealth management and the story behind Life Moves, offering insight into how the firm helps clients navigate fin...

Welcome to “ The Advisor View ,” brought to you by Citizen Mint . Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Dave O'Brien of EvoAdvisors. Dave shares his path into wealth management and the evolution of Evo Advisers, offering insight into how the firm serves high-net-worth individuals...

Welcome to “The Advisor View,” brought to you by Citizen Mint . Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Lucas Wennersten, founder of 49th Parallel Wealth Management. Lucas shares his journey building a firm designed to serve clients with complex, cross-border financial lives, offering i...

Listen to a discussion on the emerging opportunity of interconnection capital: a short-duration strategy designed to address critical grid bottlenecks while offering structural downside protection through regulatory refundability. 

Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms. In our second episode, we highlight Adam Wishard, Co-Chief Investment Officer at First Pacific Financial. Adam shares his journey from a math and statistics background to becoming a financial advisor, emphasizing his pas...

Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms. In our inaugural episode, we highlight Bruce Herbert, founder of Newground Social Investment. Bruce shares his remarkable journey from studying Buddhism in Asia to training on Wall Street, and how he integrates values-al...