Advice First

Robert Clark
  • 5,0 (13)
  • Marketing

They’re out to sell you something. This is Advice First.

  1. 23 de jan.

    Q4 Market Update Webinar

    Advice First

  2. 18/07/2025

    Q2 2025 Investment Management Webinar

    Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward. www.prosperitasfin.com 661-255-9555 info@prosperitasfin.com

  3. 11/04/2025

    Q1 2025 Investment Management Webinar

    Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward. www.prosperitasfin.com 661-255-9555 info@prosperitasfin.com

  4. 10/01/2025

    Behind the Advisor: Fred Wachtel

    Robert and Chris talk to Prosperitas advisor Fred Wachtel about college planning, investment advice, and what it was like coming all the way from New York to LA. Plus, see what "The Comish" has to say about fantasy football! Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Fred Wachtel - fwachtel@prosperitasfin.com Looking for more content?  Check out our Social Media pages. Facebook -   / prosperitasfin LinkedIn -   / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram -   / prosperitas_financial

  5. 03/01/2025

    Behind the Advisor: Rian Denich

    Robert and Chris talk to Prosperitas advisor Rian Denich about building a career straight out of college, finding passion in the financial industry, and the best ways to build client relationships.   Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content?  Check out our Social Media pages. Facebook -   / prosperitasfin LinkedIn -   / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram -   / prosperitas_financial

  6. 20/12/2024

    The Philosophy of Finance: Mack Herrera

    Robert and Chris talk to Prosperitas advisor Mack Herrera about the early years of being a financial advisor, growing your business, and the future of the US economy (plus some sports talk, too)! Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content?  Check out our Social Media pages. Facebook -   / prosperitasfin LinkedIn -   / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram -   / prosperitas_financial

  7. 24/10/2024

    Behind the College Plan: Rudy Herrera

    Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content?  Check out our Social Media pages. Facebook -   / prosperitasfin  LinkedIn -   / prosperitasfin  Podcast - https://advicefirst.buzzsprout.com/ Instagram -   / prosperitas_financial

  8. 10/10/2024

    Behind the Estate Plan: Andrew Cohen

    Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content?  Check out our Social Media pages. Facebook -   / prosperitasfin  LinkedIn -   / prosperitasfin  Podcast - https://advicefirst.buzzsprout.com/ Instagram -   / prosperitas_financial

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Sobre

They’re out to sell you something. This is Advice First.

Informações

  • Criado por
    Robert Clark
  • Anos de atividade
    2020 - 2026
  • Episódios
    40
  • Classificação
    Livre
  • Copyright
    © 2026 Advice First
  • Site do podcast
    Advice First