This Sunday on WBIN: Money Management
Who teaches your Financial Advisor? What about those new Department of Labor rules? What does beekeeping have to do with financial planning? You can get advice from a banker or a money manager. But what happens when if the money manager works for a bank? Financial Planning: Airing Sunday (8/21) at 11 am on WBIN!
Scott Stathis has worked in the financial services industry since 1992. Additionally, his more recent experience includes 12 years running his own financial services technology consulting and sales performance company, as well as being president of a financial planning software firm.
David Macchia is Founder & CEO of Wealth2k, Inc. An entrepreneur who has been working on the retirement income business opportunity since 2004, his expertise encompasses both academic theory and practical solutions.
Sean Tesoro, president of Salem Five Financial, was named to Bank Investment Consultant’s 2015 Top 50 Program Managers List. Prior to joining Salem Five in 2008, Tesoro was COO of Colonial Brokerage in Alabama (a subsidiary of Colonial Bank).
J.P. Pontbriand joined Salem Five Investment Services in 2006. As one of the firm’s senior advisors, he manages investment portfolios and provides related advisory services for both institutional and individual clients. He lives in Hampton Falls, New Hampshire with his wife and their five children.
This Sunday on WBIN: Money Management
The Language of Business ® is an independently produced news magazine which mixes in-studio and on-locations interviews with entrepreneurs. To date, the Show has aired on over 90 public access stations in 24 US states. Recent topics are Branding for Success, the increasing popularity of the Made in the USA label, Small Businesses and Global Commerce with a Local Touch. Additionally, we discuss Decoding the Alphabet of Finance and the Business of Sports.
