39: TSD Spotlight on Managing Your Money: Demystifying Wealth Management

39: TSD Spotlight on Managing Your Money: Demystifying Wealth Management

22 Minuten

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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