The Advisor View

Citizen Mint

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"The Advisor View" brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.

08/02/2024

Adam Wishard | First Pacific Financial

Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.In our second episode, we highlight Adam Wishard, Co-Chief Investment Officer at First Pacific Financial. Adam shares his journey from a math and statistics background to becoming a financial advisor, emphasizing his passion for simplifying complex financial issues for clients. He discusses the evolution of First Pac...

25 min
06/20/2024

Bruce Herbert | Newground Social Investment

Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.In our inaugural episode, we highlight Bruce Herbert, founder of Newground Social Investment. Bruce shares his remarkable journey from studying Buddhism in Asia to training on Wall Street, and how he integrates values-aligned investments into his clients’ portfolios. Discover how Bruce’s firm leverages shareholder en...

25 min

2 Episodes

"The Advisor View" brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.

Creator

Citizen Mint
Years Active

2K
Episodes

2
Rating

Clean
Show Website

The Advisor View

The Advisor View

Episodes

Adam Wishard | First Pacific Financial

Bruce Herbert | Newground Social Investment

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