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Tips for Wealth Management: An RIA Perspective With Chuck Failla
Manage episode 407450682 series 3560405
A tartalmat a Richard Walker biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Richard Walker vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Chuck Failla is the Founder and CEO of Sovereign Financial Group, an independent and family-owned RIA firm that delivers integrated and unbiased advice for their clients. He is a financial planner with over 25 years of experience. Chuck is also the Director of Sovereign Advisors Solutions and serves on the Board of Directors for the Financial Planning Association of Connecticut. He is the Host of the goRIA Podcast with Investment News.
In this episode…Building wealth, safeguarding your family, and securing your assets is critical for your financial future. Yet with so many unknowns, it can be challenging to know where to start. Hiring an RIA firm might be the solution.
With your financial future, you deserve more than someone picking out investments for you. Chuck Failla recommends working with an RIA firm, experts who can offer unbiased advice for your financial needs and create integrated plans tailored to your unique goals. He shares his journey building an RIA firm to work with people, coordinate their investments, help with taxes and liabilities, and even plan for their estate or legacy.
In this episode of The Customer Wins, Richard Walker sits down with Chuck Failla, Founder and CEO of Sovereign Financial Group, to discuss tips for wealth management. Chuck shares his journey of growing a financial planning and investment management firm, Sovereign’s business model, and why people should go RIA.
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