May 21, 2021
Mark Kennedy is a financial advisor, he is a specialist in helping you create a blueprint that will help you grow your wealth and create and preserve more wealth in retirement. He is also the founder and president of Kennedy Wealth Management LLC, a Calabasas,...
May 19, 2021
Susan Trujillo is a senior escrow officer at Orange Coast Title in Northern California. She started her career in the late 90s. She has exclusive training in escrow specifically in Northern California. The escrow officer is the liaison between the title department or...
May 17, 2021
David Sloan is a multifamily syndicator and specialist and he’s focused on value add multifamily throughout the United States. He’s a seasoned attorney with tremendous hands-on experience in real estate. And he formerly worked with the General Counsel of...
May 14, 2021
Damon Burton helps companies grow and show up higher on Google for words that they can monetize. His clients and businesses have been featured on Shark Tank and recognized by Inc. I think seek magazine as well as a consultant for Dollar Shave Club and Dan Locke. This...
May 12, 2021
Michael Lynch is the award-winning financial planner and the author of Keep it simple, Make it Big. He is a Certified Financial Planner with nearly twenty years of experience working with American families to craft plans that fund their dreams, educate their children,...
May 10, 2021
David Young is located in Southern California, and he is the founder and chief executive officer of Anfield Capital Management LLC. With over 30 years of investment experience, he has worked with many of the largest and most sophisticated institutional and private...
Deferred Sales Trust Company > Capital Gains Tax Solutions Podcast > Page 102
