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Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠https://UHNWC.com/⁠⁠    Dana Anspach ( https://www.sensiblemoney.com/ ), a seasoned financial advisor and founder of Sensible Money, discusses the importance of strategic financial planning for those in the decumulation phase of wealth. Dana shares her approach to financial advising, the unique process Sensi...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Marc Horner ( https://www.fairhavenwealth.com/ ), is a successful financial advisor and founder of Fairhaven Wealth Management. Marc shares his journey from the banking sector to becoming a financial advisor, the process of acquiring financial advisory practices, and how he successfully tran...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠ ⁠⁠⁠https://UHNWC.com/⁠⁠ ⁠⁠⁠ Todd Bryant ( ⁠https://www.yoursignaturewealth.com/⁠ ) is a Founding Partner and a Certified Financial Planner practitioner with Signature Wealth Partners in Orlando, FL. He is a Florida native, getting his undergrad from the University of Central Florida with extensive post-grad...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Ray Ferrara ( https://www.provise.com/ ), is the founder of ProVise Management Group and an experienced financial advisor with 52 years in the industry. Ferrara shares his journey from selling computers to becoming a certified financial planner, leading to his role in the development of the...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠    Jim Barnash ( https://www.jabarnashassociates.com/ ) is the President of JA Barnash & Associates. Jim shares his journey from the insurance industry to financial planning, his teaching experience at DePaul University, his stint at Ameriprise and Edelman Financial, and his eventual d...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Brian Carney ( https://www.riversedgeadvisors.com/ ), CEO of River's Edge Advisors shares his incredible journey of transitioning from a would-be physical therapist to a financial advisor. He touches on the importance of focusing on actual financial planning over selling products and the...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠ https://UHNWC.com/⁠ Darryl Lyons ( https://www.linkedin.com/in/darrylwlyons/ ), CEO of Pax Financial Group shares his experience in the financial investment sector. He shares his journey of running Pax Financial Group, the challenges he faced during the 2007 market crash, and his impactful strategies for cli...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Lowell Pratt ( https://www.linkedin.com/in/lowell-pratt-cfa-53b89310/ ) joined the Burney Company in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell’s passion is implementing improvements to Burney’s quantitative...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠ ⁠⁠⁠⁠https://UHNWC.com/⁠⁠ ⁠⁠⁠⁠ Bruce Weininger ( https://www.kovitz.com/ ), a principal at Kovitz Investment Group, discusses his journey into financial advising, from initially combining accounting and finance to working with Fortune 500 companies and climbing up to $7 Billion in assets under management. In...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Brent Brodeski ( http://www.savantwealth.com/ ), founder of Savant Wealth Management, discusses his journey of building a comprehensive financial planning firm. Brent shares insights into the company's growth from being a two-person company to one with 500 employees, managing $20 billion...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠ ⁠https://UHNWC.com/⁠⁠ ⁠ Jeff Gitterman ( ⁠https://www.gittermanwealth.com/⁠ ) is a co-founding partner of Gitterman Wealth Management, LLC, and a true visionary in the field of Sustainable, Impact, and ESG Investing. With his expertise in creating SMART (Sustainability Metrics Applied to Risk Tolerance)® In...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Elie Nour ( https://www.npw.ca/ ) is the founder and CEO of Nour Private Wealth and leads a team of qualified, experienced professionals providing exclusive financial services solutions for high-net-worth families and individuals. His philosophy is to care for the financial well-being of...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠ ⁠⁠https://UHNWC.com/⁠⁠ ⁠⁠ Scott Tobe ( https://signaturefp.com/ ) is the Chief Executive Officer of Signature Financial Planning. As a licensed financial advisor and a Chartered Advisor in Philanthropy®, Scott utilizes his experience, knowledge, and education to provide comprehensive wealth management solut...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠ https://UHNWC.com/⁠ Chad Willardson ( https://www.chadwillardson.com/ ) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognize...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Louis Barajas ( https://louisbarajas.com/ ), CFP®, has 30+ years of experience in the profession, as a business and wealth manager, author, and national speaker. In today's episode, Louis talks about shifting mindsets, financial literacy, and giving back to your own community. Louis is...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    David Clayman ( http://www.twelvepointswealth.com/ ) is the co-founder and CEO of Twelve Points. A passionate advocate for entrepreneurs and business owners, he is best known for helping them define their freedom from their day-to-day chaos by finding clarity regarding what they want most...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Chip Hessenflow is a Registered Investment Advisor Representative at Wealthcare Capital Management for 12 years. His mission is to change the way individual investors approach their financial lives by measuring success through the achievement of their life’s goals. Serving the Chicago, IL...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Eric D. Brotman, CFP®, (https://bfgfa.com/) is the CEO of BFG Financial Advisors, host of the Don’t Retire… Graduate! podcast, author of the Don’t Retire… Graduate! book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key to financial freedom,...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Robert Fragasso ( https://www.fragassoadvisors.com/⁠ ), the founder of Fragasso Financial Advisors, with over 51 years of success in the industry. Bob shares his journey into finance and the keys to building trust with clients for generations. With more than five decades of experience in the...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Shannon McLay (https://financialgym.com/) is the CEO and founder of The Financial Gym, a revolutionary financial services company focused on financial wellness for all. After a 13-year career in finance, ultimately working for Bank of America Merrill Lynch, assisting high net worth individua...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Elliot H Kallen (http://www.prosperityfinancialgroup.com/) is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other com...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Brian Allen (https://pension-consultants.com/) is the founder and chairman of Pension Consultants, Inc. and served as its President through 2016. During that time, the firm grew to become one of the nation’s largest independent plan advisers while earning industry recognition and numerous aw...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Kelly Cartier (https://www.kcartierfinancial.com/) began her career in 1997 when she joined A.G. Edwards, After becoming a branch manager and leading her team through the mergers of A.G. Edwards, Wachovia Securities and Wells Fargo Advisors, Kelly decided it was time to embark on a new path....

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Diane Pearson (https://pearsonfinancialplanning.com/) has over 34 years of experience in the financial advisory profession where she specializes in assisting women who are going through transition, such as divorce, death, retirement, inheritance, or a career change to understand their financ...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Alec P. Tuckman (https://WMPLAinc.com/), AIF®, ChFC®, CRC®, Accredited Investment Fiduciary®, Chartered Financial Consultant®, Certified Retirement Counselor®, is the founder and CEO of Wealth Management Partners of Los Angeles, Inc. He is a Wealth Advisor, Author, Speaker, Educator, and Pod...