))
Get Organized and Clarify Your Future Vision with Robert Hernandez
Manage episode 274976111 series 2802665
A tartalmat a Allan Rolnick biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Allan Rolnick 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.
Robert Hernandez is a certified financial planner and investment advisor representative at Transamerica Financial Advisors, Inc. He is also the current Chair of the Financial Planning Association of Metro New York. Before transitioning into financial planning, Robert had several jobs in corporate finance and has worked as a consultant for Ernst & Young. A lifelong New Yorker, he was born and raised in Starrett City, Brooklyn and currently resides in Queens.
In this episode…When people run into tax issues, they turn to a tax expert for help, guidance, and advice. Most of the time, seeking out a tax professional will help them sort out their problems before they get into serious trouble with the IRS. And Robert Hernandez, a certified financial planner and investment advisor representative at Transamerica Financial Advisors, Inc., is one such person. He guides his clients through financial issues by helping them understand, plan, and prepare for potential pitfalls.
In this episode of The Tax Resolution Ninja Show, Allan Rolnick interviews Robert Hernandez from Transamerica Financial Advisors, Inc.Robert shares his journey from leaving the corporate world to becoming a financial planner. He also provides his insights into tax-saving strategies, his financial advice for small- and medium-sized business owners, and how he helps his clients explore potential planning opportunities. Stay tuned.
36 epizódok
Megosztás
