We want to congratulate one of our advisor partners, Justin Dean, on a successful client event! Last week Jaren Kiser, CFP®, and our esteemed CIO, Tony Parish, CFA, CQF, had the opportunity to support the event, where Tony delivered a state of the markets for the first half of 2024. He was able to provide insight on what he’s seeing in the current financial landscape, predictions on what’s to come, and answer attendee questions. At Alphastar, our success is measured by the success of our advisors. Our client-centric approach to wealth management resources and solutions helps to ensure that every decision we make is in the best interest of those we serve. While relationships may start at the client level, the support they receive runs much deeper. Trust us to simplify and execute your financial dreams. #Empowerment #ClientCentric #GrowthMindset
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On this episode of #Muni360, Matt Hage, a Portfolio Manager and Trader with MacKay Municipal Managers, talks about why it's so critical to look at structure and credit in the investment grade sector. Learn what can happen if both of those strategies aren't in line: https://bit.ly/45ayO7Z
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Clash of Capital Contest Update: Round Two Rankings are in, and the competition is heating up! Our participants are bringing their A-game, showcasing incredible skills in the second week. The battle for the top spot is fierce! Keep those strategies sharp, contenders, as we witness a thrilling clash of financial prowess! #TradingPro #ClashofCapitalTradingPro #TradingProcontest
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Check out this program to help master your dinero! 💰
🌟 Introducing 'The Millonaria Mindset' Program! 🌟 🎉 Calling all Jefas in Tech! Are you ready to revolutionize your relationship with money and unlock your financial superpowers? 💡 Gain essential financial literacy tools and resources to build wealth and thrive in today's financial landscape. From mastering money management to discovering the secrets of successful investing, this program is your passport to financial freedom! Register now and secure your spot: https://buff.ly/4c7ABhi 📅 Mark your calendars for our inaugural sessions: Part 1: The Millonaria Makeover - March 26, 2024 Part 2: The Millonaria Magic - April 2, 2024 🎓 Led by industry experts and sponsored by Morgan Stanley, 'The Millonaria Mindset' promises an interactive and empowering learning experience. Don't miss this opportunity to take control of your financial future! In partnership with Suma Wealth. 🌈 Let's empower ourselves, build wealth, and embrace our financial potential together! #LatinasInTech #MillonariaMindset #FinancialFreedom #GenerationalWealth #FinancialLiteracy
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🚀 Startup Founder of Tumbleweed 🛠️🔗📈 Builder + Connector + Strategist 📋 Board Member 🌍 DEI Advocate
Pitch Practice ready for the Sammons Financial Group Companies. Can’t wait to hear the team’s feedback on our go-to-market strategy here at tumbleweed. #PaulFromTumbleweed #PitchPractice #gia2024 #FounderJourney
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Join us on a journey through Scrooge's experiences to learn valuable financial lessons regarding the past, present, and future. https://hubs.la/Q02dkSmq0 #FinancialLessons #Holidays #FinancialAdvisor #WealthManagement #RichmondVA
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Principal Broker at Oregon First-Licensed in OR, Managing Broker with Washington first Properties- Licensed in WA.
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"Quite a lot of personal breakthroughs with finexis and my mentors here" - Hui Yu, Associate Director Hui Yu Ten achieved Top of the Table (TOT) for the year 2024 🏆 Discover her inspiring stories and how she has helped clients achieve their goals. Follow her to stay updated on her financial advisory journey! #FinanceSuccess #TOT2024 #CareerJourney #finexis #finexisadvisory #singapore #ourfinexisstory
