Download "How to Find Ultra High Net Worth Clients"

Uncategorized

#30 Helping Attorneys Achieve Financial Independence w/ Darren Wurz – Wurz Financial Services

Watch Listen Guest Info Darren Wurz (https://www.wurzfinancialservices.com/) is a Certified Financial Planner® Professional with an M.S. in Financial Planning from Golden Gate University. Darren is the host of “The Lawyer Millionaire” podcast Darren is active in his local community as a member of the Northern Kentucky Bar Association, the Northern Kentucky Chamber of Commerce, and […]

#30 Helping Attorneys Achieve Financial Independence w/ Darren Wurz – Wurz Financial Services Read More »

#29 Helping Any Client To Retirement In 20 Years w/ Laura Holcombe

Laura Holcombe (https://www.resourcefinancial.com/) is a third generation graduate of Oregon State University and has worked in financial services since 1985. Laura has Series 7 and Series 66 registrations. She is life and health Insurance licensed as well as being a Stock Broker and Investment Advisor Representative. Laura honed her speaking skills at the local Toastmasters

#29 Helping Any Client To Retirement In 20 Years w/ Laura Holcombe Read More »

Download "How to Find Ultra High Net Worth Clients" Guide