Back To School With A Billion (First Live Audience!) Podcast Por arte de portada

Back To School With A Billion (First Live Audience!)

Back To School With A Billion (First Live Audience!)

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 Back To School after 20+ years to pay it forward. Dano Weir and Daren Blonski CFP® host the first episode of It’s All Money with a live audience back at their high school, Casa Grande High School in Petaluma, CA. The firm recently passed the billion dollars under management mark. A milestone in the financial services industry, a billion is an indicator that your services are resonating in the community and you’re more than just a 1 or 2 person “and a truck” operation. It felt like a good occasion to return to the place where both host’s educational foundation began and share some life experiences and business tips with tomorrow's business leaders. Mr. Meirik’s Entrepreneurship Class welcomed us into room E16 and the questions rolled...
  • When you choose your career, how do you start?
  • What does a financial advisor, um, actually do?
  • Are all financial advisors the same?
  • Is it ok to borrow money from friends?
  • When should you begin investing?
  • What’s the deal with crypto?
  • Should I follow my dreams or the money?

And many more...

Check out this open and honest episode from two graduates who’ve seen their share of ups and downs in business and in life, and hopefully some takeaways to help the next generation!

Learn more about Sonoma Wealth and take our Free Wealth Analysis: https://sonomawealthadvisors.com/

Video also available for every episode of It’s All Money on our YouTube channel: https://www.youtube.com/@sonomawealth
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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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