Advice First

Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward. www.prosperitasfin.com 661-255-9555 info@prosperitasfin.com

Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward. www.prosperitasfin.com 661-255-9555 info@prosperitasfin.com

Robert and Chris talk to Prosperitas advisor Fred Wachtel about college planning, investment advice, and what it was like coming all the way from New York to LA. Plus, see what "The Comish" has to say about fantasy football! Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Fred Wachtel - fwachtel@prosper...

Robert and Chris talk to Prosperitas advisor Rian Denich about building a career straight out of college, finding passion in the financial industry, and the best ways to build client relationships.   Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content?  Check out our Social Media pages. Faceb...

Robert and Chris talk to Prosperitas advisor Mack Herrera about the early years of being a financial advisor, growing your business, and the future of the US economy (plus some sports talk, too)! Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content?  Check out our Social Media pages. Facebook...

Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content?  Check out our Social Media pages. Facebook -   / prosperitasfin  LinkedIn -   / prosperitasfin  Podcast - https://advicefirst.buzzsprout.com/ Instagram -   / prosperitas_financial  

Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content?  Check out our Social Media pages. Facebook -   / prosperitasfin  LinkedIn -   / prosperitasfin  Podcast - https://advicefirst.buzzsprout.com/ Instagram -   / prosperitas_financial  

Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content?  Check out our Social Media pages. Facebook -   / prosperitasfin  LinkedIn -   / prosperitasfin  Podcast - https://advicefirst.buzzsprout.com/ Instagram -   / prosperitas_financial  

Our Quarterly Investment Webinar of Q1 2024 featuring Christopher Ingram and Robert Clark, founders of Prosperitas Financial. A discussion on the key topics shaping 2024: Media & Your Investments, Market Review, Election Year, and The Year Ahead.   Prosperitas Financial  661.255.9555  info@prosperitasfin.com  www.prosperitasfin.com  25060 Avenue Stanford, Suite 100  Valencia, CA 91355 Looking...

Jennifer Brown is the founder of Brown Investment Management. Brown Investment Management was designed to be a small boutique firm to cater to her client’s needs and goals. The company has fiduciary responsibilities to each individual client.  Although Brown Investment Management is bound by rules and regulations, they are more agile when it comes to investing with each individual in mind rather t...

REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years The Advice First podcast was lucky enough to welcome back financial advisor, Jerry Citarella, to the studio along with one of the top realtors in Santa Clarita Valley, Bri King. Bri's success is not defined by just the number of homes she sells each year, but by taking excellent care of each individual client even years after...

The HR Guru, Ms. Selina Thomas, joins us on the Advice First podcast for an extremely insightful episode! Whether you own a business, or employed by one, you'll appreciate Selina's tips & tricks to working remotely, finding that dream candidate or job offer, and what it takes to be an attractive organization in today's climate. Selina is pursuing a seat on Santa Clarita's C...

In this NEW episode of the #AdviceFirst podcast, Owner and Coach of Team Yudin Training, Mike Yudin, shares his passion for training a variety of athletes and making a positive impact in each of their lives. He views everyday as a chance to impact someone and it’s a choice to make it positive or negative. Mike’s initial objective with an athlete is getting their mind right and then to work on stre...

In this episode of the Advice First podcast, we sit down with E-Sports commentator and former NFL player, Brock Vereen. Brock shares his journey to becoming a professional athlete, the mental strength needed at every level of the game, and transferring that mindset to his life off the field. Listen in as Brock walks us through the E-Sports landscape, some of the professional athletes behind the co...

In this NEW episode of the #AdviceFirst podcast, we chat with Family Law Attorney, Denise Lite, and College Planning Specialist, Rudy Herrera. We learn how Denise got into the legal profession and what values she prioritizes. She discusses how a single experience made her come to some interesting realizations and what guidelines she set for herself moving forward. 

In this NEW episode of the #AdviceFirst podcast, host Robert Clark interviews Dr. Brian Edwards, Owner and Dentist at Three Sixty Dentistry. We find out how his unique approach to dentistry is dissimilar to the traditional dental practice. Brian showcases his mindset to work ON the business, as opposed to IN the business at least one day a week and how this has tremendously improved his practice a...

In this NEW episode of the #AdviceFirst podcast, we sit down with Eric Larson, Owner of Cobra Tactical. Eric discussed with us how he kickstarted his business with the mindset of helping folks who were being deployed and ensuring they have what they need overseas. He explains how it has shifted into much more than that, especially during the initial scare of COVID and other events during 2020. 

George Colon is the founder and owner of iComfort Heating & Air in Southern California. George and his wife had their first child at 16 years old and have been writing history ever since. In this episode, George shares how they've grown their family - both personal & professional families - their business, and their passion for baseball along the way. George's daughter is known a...

We were lucky enough to have Amanda Benson-Tilch of Ask Amanda Consulting in the studio to share some advice alongside Prosperitas Financial's founder, Christopher Ingram. Amanda shares her top 3 things business owners can do to enhance their brand TODAY, how to maximize your marketing ROI, and how she created Ask Amanda Consulting by serving an unmet need of her clients. Make sure to tune in...

In this episode, we sit down with Fred Wachtel of Prosperitas Financial. Fred shares his story of how he started in financial services and why he didn't like it at first. It wasn't until he discovered the role of being a financial advisor, as opposed to a stock broker, that he finally took a liking to how he was able to help people with their best interest in mind. Fred shares the differ...

In this episode, we grab time with Tony Velasco, owner of Afterburn Fitness in Southern California. Tony shares his insights around adopting a winning mindset, building and scaling a business, and leaving a legacy along the way.  Afterburn Fitness started from an outdoor bootcamp in public parks and mall parking structures. 10 years later, Afterburn has two 10,000+ sq ft locations in Southern Cali...

What a phenomenal conversation with Dr. Brian Ostick, MD, ER Physician and Chief of Staff at Valley Presbyterian Hospital in Southern California. Dr. Ostick shares how he and his wife, Dr. Aimee Ostick, tackled over a half a million dollars of student loan debt in under 6 years. Now, they're bringing transparency to healthcare, delivering better outcomes at a lower cost via Health & Heali...

Our guest today left the corporate world after almost 30 years in a leadership role. With her high energy - failure's not an option - mindset, Karen Santilla carried her momentum into the world of entrepreneurship. That was 10 years ago! Listen to Karen's story to hear where she is today, how she got there, and what she's learned along the way.  Connect with Karen on Instagram: http...