37 min

Money Monagers 001 | Jonathan DeYoe, DeYoe Wealth Management Money Managers w/Marc Guzman

    • Gestione

Our guest is Jonathan DeYoe of DeYoe Wealth Management in Berkeley, California. A native of Grand Rapids, South Dakota, Jonathan moved to the Bay Area in 1994. After an interesting start to his career, Jonathan spent time working for Morgan Stanley, UBS PaineWebber and Salomon Smith Barney. In 2001, he founded DeYoe Wealth Management with the goal of holistic wealth management. Merging his independent financial advice with his own brand of top-notch customer care, Jonathon has built a firm with assets under management of over $250 Million. After this episode, be sure to check out his book, “Mindful Money: Simple Practices for Realizing Your Financial Goals and Increasing Your Happiness Dividend”. Available on Amazon. 

Book: https://amzn.to/2MzL1wv
Website: https://deyoewealthmanagement.com
Contact: (510) 848-0012
2:16 Buddhist Studies and Financial Services
4:52 Holistic Wealth Management
6:35 Money First vs. Client First Focus
13:38 Self-Management Issues
16:59 Firm Focus- Active vs. Passive
22:00 Reviewing Financial Goals
24:06 Book
28:02 Financial Future
35:55 Wrap Up

Thanks for listening! Listen to Money Managers on iTunes, iHeartRadio or Watch on Facebook or YouTube.

FACEBOOK: http://www.facebook.com/MarcGuzmanHomes
INSTAGRAM: http://www.instagram.com/MarcGuzmanHomes
SNAPCHAT: http://www.snapchat.com/add/MarcGuzmanHomes
TWITTER: http://www.twitter.com/MarcGuzmanHomes
Company Website: http://www.BGAM.us
Beer: http://www.eastbrotherbeer.com

Our guest is Jonathan DeYoe of DeYoe Wealth Management in Berkeley, California. A native of Grand Rapids, South Dakota, Jonathan moved to the Bay Area in 1994. After an interesting start to his career, Jonathan spent time working for Morgan Stanley, UBS PaineWebber and Salomon Smith Barney. In 2001, he founded DeYoe Wealth Management with the goal of holistic wealth management. Merging his independent financial advice with his own brand of top-notch customer care, Jonathon has built a firm with assets under management of over $250 Million. After this episode, be sure to check out his book, “Mindful Money: Simple Practices for Realizing Your Financial Goals and Increasing Your Happiness Dividend”. Available on Amazon. 

Book: https://amzn.to/2MzL1wv
Website: https://deyoewealthmanagement.com
Contact: (510) 848-0012
2:16 Buddhist Studies and Financial Services
4:52 Holistic Wealth Management
6:35 Money First vs. Client First Focus
13:38 Self-Management Issues
16:59 Firm Focus- Active vs. Passive
22:00 Reviewing Financial Goals
24:06 Book
28:02 Financial Future
35:55 Wrap Up

Thanks for listening! Listen to Money Managers on iTunes, iHeartRadio or Watch on Facebook or YouTube.

FACEBOOK: http://www.facebook.com/MarcGuzmanHomes
INSTAGRAM: http://www.instagram.com/MarcGuzmanHomes
SNAPCHAT: http://www.snapchat.com/add/MarcGuzmanHomes
TWITTER: http://www.twitter.com/MarcGuzmanHomes
Company Website: http://www.BGAM.us
Beer: http://www.eastbrotherbeer.com

37 min