39: TSD Spotlight on Managing Your Money: Demystifying Wealth Management
22 Minuten
Podcast
Podcaster
Beschreibung
vor 2 Jahren
Kevin sits down with Jared Redfield to talk about how to make
your money work for you when you're a tech worker and working
with a wealth management company.
To schedule your appointment, visit: Tech Employees – Tidemark
Financial Partners (tidemarkfp.com)
Jared Redfield is a registered representative with, and
securities and advisory services offered through LPL Financial a
registered investment advisor, Member FINRA/SIPC
Content in this material is for general information only and
not intended to provide specific advice or recommendations for
any individual.
This information is not intended to be a substitute for
specific individualized tax advice. We suggest that you discuss
your specific tax issues with a qualified tax advisor.
Visit www.tidemarkfp.com for more information.
Producers for Tech San Diego Spotlight are Kevin Carroll and Sara
Spiva.
TSD Spotlight is recorded remotely and edited by Hypable Impact
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