TSD Spotlight on Managing Your Money: Demystifying Wealth Management
Episode 39, Mar 27, 2023, 06:29 PM
Tidemark Financial Partners is independently positioned to give advice to the tech worker here in San Diego. Their firm was founded on the idea that a steady approach always wins, making and executing well-thought-out plans in close collaboration with their clients.
Kevin sits down with Jared Redfield to talk about how to make your money work for you when you're a tech worker and working with a wealth management company.
To schedule your appointment, visit: Tech Employees – Tidemark Financial Partners (tidemarkfp.com)
To schedule your appointment, visit: Tech Employees – Tidemark Financial Partners (tidemarkfp.com)
- Jared Redfield is a registered representative with, and securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC
- Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
- This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Visit www.tidemarkfp.com for more information.
Producers for Tech San Diego Spotlight are Kevin Carroll and Sara Spiva.
TSD Spotlight is recorded remotely and edited by Hypable Impact
If you enjoyed this podcast episode, make sure to like, follow and share!