John L. Smallwood is President of Smallwood Wealth Management and affiliated companies. A CERTIFIED FINANCIAL PLANNER™ professional, provides investment consulting and financial plan design for corporate executives, entrepreneurs, and professionals. John’s strength lies in his ability and commitment to continually improve the level and quality of the planning process. It is his objective to provide […]
Todd Tresidder with Financial Mentor
Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood, Todd went on to build his own wealth as a hedge fund investment manager before “retiring” at 35 to teach others. Today, he provides advanced investment and retirement […]
Retirement Tips Radio: Bob Kaye with Retirement Planning Associates
Bob Kaye is a Personal Wealth Manager who specializes in working with professionals in relation to their retirement benefit plans. He helps individuals and their families transition into retirement and guides them toward achieving financial security. He does this by working with their own advisors as well as his own team of experts. He limits […]
Retirement Tips Radio: Jeff Gitterman with Gitterman Wealth Management
Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, and a thought leader in the Sustainable, ESG, and Impact Investing field. He is the creator of his firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer investment opportunities for individual clients, as well as research and investing services for other financial […]
Retirement Tips Radio: Mike Sloan with Camas Advice
After serving 4 years in the United States Navy, Mike Sloan entered the financial services industry in 1985. His experience includes serving in a variety of positions including personal financial planner for a national firm, Regional Manager for a major life insurance company, and Regional Director for a national benefits consulting firm. Today Mike is […]
Retirement Tips Radio: Renee Cohen with Northwestern Mutual
Renee Cohen is a financial strategist, partnering with couples to help them achieve confidence and peace of mind on their path to financial wellness. Renee helps her clients have a healthy money mindset & up-level their financial game with customized strategies and solutions to authentically design their retirement lives. Connect with Renee on her Website […]
Retirement Tips Radio: Kevin McCarthy with On-Purpose Partners
Kevin W. McCarthy is a classically educated businessman with an undergraduate degree in business and economics from Lehigh University and an MBA from The Darden School on the grounds of the University of Virginia. He’s the Chief Leadership Officer of On-Purpose Partners, a business strategy advisory firm serving CEOs and CLOs that is based in […]
