Aug 19, 2024
Daniel Palmer has served as a Pastor for 30 years and led the Sacramento-based non-profit, Youth for Christ, for 6 years. A dynamic speaker, Dan has inspired audiences at major camps and conferences in California with his teachings on the Bible and the greatness of...
Aug 16, 2024
Emmy Sobieski, CFA, author of $100M Careers, is COO of Performative Speaking and COO/co-founder of Competitive Storytelling, Inc., aiding founders in sharing impactful stories. With 25 years of institutional investing experience, managing up to $6B in assets across...
Aug 14, 2024
By Jessica Lanning, JD, CFP® You saved for college in a 529 plan. Your kid got into a college or university. You did all the right things. Hooray! Now what? When it comes to saving for education, a 529 plan is a powerful tool. Yet, understanding how to fully utilize...
Aug 12, 2024
Nick Sicilian, a seasoned Chief Engineer in the maritime industry. With expertise in managing diesel generators, steam turbine generators, boilers, and safety systems, I’ve transitioned into real estate investing. Co-founding The Sicilian Brothers with my...
Aug 9, 2024
Rob Sechrist, co-founder and president of Pelorus Capital Group LLC, drives the firm’s strategy in new markets, forms equity partnerships, and oversees the Pelorus Fund’s assets. With 25 years of real estate lending experience globally, he previously...
Aug 5, 2024
Joe Walters, a second-generation Financial Advisor, leads Legacy Wealth Management in asset growth and preservation for 20 years. Actively involved in his community, Joe resides in Sacramento with his wife, Sue, and their four sons. CA Insurance Producer License...
Deferred Sales Trust Company > Strategic Alliance > Page 41
