Advice First

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 [email protected] www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Fred Wachtel - fwachtel@p

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 [email protected] www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media

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 [email protected] www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media p

Prosperitas Financial 661.255.9555 [email protected] 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 [email protected] 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 [email protected] 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 [email protected] www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355

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

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 y

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 City