20 episodes

The TRUST-CFO® Wealth Preservation Podcast is a series of talks with founders and partners of TRUST-CFO®, Raymond F. Olmo, CEP®, RFC®, and Josh Saunders, as they invite industry leaders in client and wealth management on to discuss asset and wealth protection, financial strategies and best practices in setting up, managing and administrating the best kept secret of financial protection available to California residents and business owners - California's Private Retirement Plan.

The TRUST-CFO® Wealth Preservation Podcast The TRUST-CFO® Wealth Preservation Podcast

    • Investing

The TRUST-CFO® Wealth Preservation Podcast is a series of talks with founders and partners of TRUST-CFO®, Raymond F. Olmo, CEP®, RFC®, and Josh Saunders, as they invite industry leaders in client and wealth management on to discuss asset and wealth protection, financial strategies and best practices in setting up, managing and administrating the best kept secret of financial protection available to California residents and business owners - California's Private Retirement Plan.

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