Prosperity Life’s Post

Awards may be given to individuals, but they definitely couldn't happen without an amazing team. I am proud to partner with the best team in the Wealth Management business. Thank you Forbes for the amazing honor this year. A special thank you to our clients for your continued trust, and to my partner Michael Axelrod. Bleakley Financial Group Peter Boockvar #wealthmanagement #Financialplanning

Before you invest you need to think about the tax implications. Check out my new book on Amazon titled How to Pay Zero or Minimal Income Tax? By Raymond J Passero CPA

𝘾𝙖𝙧𝙚𝙚𝙧 𝙄𝙢𝙖𝙜𝙚𝙧𝙮 𝙥𝙧𝙚𝙨𝙚𝙣𝙩𝙨...📣🥁 As part of our 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚 𝙎𝙥𝙤𝙩𝙡𝙞𝙜𝙝𝙩 - 𝘽𝙄𝙊 𝙨𝙚𝙧𝙞𝙚𝙨... Highlighting the 𝐖𝐨𝐫𝐥𝐝'𝐬 🌍 - 𝐌𝐨𝐬𝐭 𝐓𝐚𝐥𝐞𝐧𝐭𝐞𝐝 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬! "𝘐𝘵'𝘴 𝘯𝘰𝘵 𝘩𝘰𝘸 𝘮𝘶𝘤𝘩 𝘮𝘰𝘯𝘦𝘺 𝘺𝘰𝘶 𝘮𝘢𝘬𝘦, 𝘣𝘶𝘵 𝘩𝘰𝘸 𝘮𝘶𝘤𝘩 𝘮𝘰𝘯𝘦𝘺 𝘺𝘰𝘶 𝘬𝘦𝘦𝘱, 𝘩𝘰𝘸 𝘩𝘢𝘳𝘥 𝘪𝘵 𝘸𝘰𝘳𝘬𝘴 𝘧𝘰𝘳 𝘺𝘰𝘶, 𝘢𝘯𝘥 𝘩𝘰𝘸 𝘮𝘢𝘯𝘺 𝘨𝘦𝘯𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘴 𝘺𝘰𝘶 𝘬𝘦𝘦𝘱 𝘪𝘵 𝘧𝘰𝘳." - 𝙍𝙤𝙗𝙚𝙧𝙩 𝙆𝙞𝙮𝙤𝙨𝙖𝙠𝙞." 𝐓𝐨𝐝𝐚𝐲 we are honored to reintroduce Roger A. Silvera, LUTCF® FSCP ® CLTC ®, President of Compass Financial Pathways - embracing an incomparable legacy spanning two decades of visionary leadership in the Financial Services domain. Roger's deliberated focus is predicated on fortifying small enterprises and executive clients, encouraging tax optimization strategies*, retirement roadmaps, bespoke estate planning, and wealth accumulation methodologies. His signature blend of professionalism, precision, unrelenting follow-up, and boundless empathy has cultivated an expansive high-net-worth client portfolio. As a distinguished business graduate of Coe College and active Board Member of Tampa Bay's Secured Finance Network, Roger's expertise converges seamlessly - underscoring his unrivaled standing in the industry. He holds Series 6 and 63 licenses, a multi-state Life/Health Insurance Certification, and accepted an invitation to the exclusive 𝐌𝐢𝐥𝐥𝐢𝐨𝐧 𝐃𝐨𝐥𝐥𝐚𝐫 𝐑𝐨𝐮𝐧𝐝 𝐓𝐚𝐛𝐥𝐞 in 2021 as an immersed business stakeholder and top performing Advisor. Beyond his financial acumen, he empowers underrepresented communities as a guest speaker and advocate. *** 𝐖𝐞 𝐞𝐚𝐠𝐞𝐫𝐥𝐲 𝐚𝐧𝐭𝐢𝐜𝐢𝐩𝐚𝐭𝐞 𝐰𝐢𝐭𝐧𝐞𝐬𝐬𝐢𝐧𝐠 𝐑𝐨𝐠𝐞𝐫'𝐬 𝐨𝐧𝐠𝐨𝐢𝐧𝐠 𝐬𝐮𝐜𝐜𝐞𝐬𝐬 𝐚𝐬 𝐡𝐞 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬 𝐭𝐨 𝐝𝐫𝐢𝐯𝐞 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐯𝐞 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥/𝐥𝐢𝐟𝐞 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬!" Roger's impressive contributions throughout his career and brand transformation deserve to be taken notice of today! "𝘊𝘢𝘳𝘦𝘦𝘳 𝘐𝘮𝘢𝘨𝘦𝘳𝘺 𝘪𝘴 𝐍𝐎𝐓 𝘫𝘶𝘴𝘵 𝘢𝘯𝘰𝘵𝘩𝘦𝘳 𝘙𝘦𝘴𝘶𝘮𝘦 𝘚𝘦𝘳𝘷𝘪𝘤𝘦! 𝘞𝘦 𝘱𝘳𝘪𝘥𝘦 𝘰𝘶𝘳𝘴𝘦𝘭𝘷𝘦𝘴 𝘪𝘯 𝘩𝘦𝘭𝘱𝘪𝘯𝘨 𝘺𝘰𝘶 𝘴𝘵𝘰𝘱 𝘥𝘪𝘨𝘪𝘵𝘢𝘭 𝘵𝘳𝘢𝘧𝘧𝘪𝘤 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘤𝘢𝘳𝘦𝘦𝘳 𝘣𝘳𝘢𝘯𝘥𝘪𝘯𝘨 𝘵𝘳𝘢𝘯𝘴𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘴!" #visionaryleader #financialadvisor #personalfinance #investmentstrategy #financialplanning #wealthmanagement #executivebios #careerbranding #linkedinoptimization #careerimagery

Thankful to share that I recently had the honor of being listed among a great group of fellow professionals and peers in the February/March issue of Fortune as a 2024 Five Star Wealth Manager Under 40. We love what we do and a special thank you to our clients and communities that we are proud to serve! #Fortune #wealthmanagement #fivestarwealthmanager #financialplanning #independentadvisor #independentadvice #under40

🌍 Celebrating Actuaries Worldwide: An Actuary Like Me 🎉 September 2nd is International Day of the Actuary, a day which marks the first International Congress of Actuaries in 1895, held in Brussels, which set the stage for the remarkable profession we know today. In honour of this special day, we're launching 'An Actuary Like Me,' a series that spotlights the accomplishments of outstanding actuaries worldwide. 🔍 These interviews underscore the vast array of industries in which actuaries make their mark. From driving data-driven improvements in healthcare policies and social sectors through to actuarial consultancy and risk management, actuaries are pivotal in shaping a better future. Read the interviews here: https://lnkd.in/gwd92Hnu Our latest Actuaries Digital article highlights a selection of the incredible people within our profession: https://ow.ly/fFv450PGAN2 #Actuaries #InternationalDayOfTheActuary #AnActuaryLikeMe #DataForGood International Actuarial Association

Insights Success magazine is pleased to feature Victoria Henning-Smejda, MA, CFA, Azura Wealth Advisers LLC concentrates on helping people pursue their financial future they envision. She believes in leading by example is important in industry Read More: https://rb.gy/clyonw #InsightsSuccess #InsightsSuccessMagazine #BusinessMagazine #WealthManagement #BusinessWomen #magazine #GlobalBusinessMagazine #Success #Management

💫 Forty years ago, Lori Watt started a financial advisory firm in the greater Milwaukee area where Susan Kuhlenbeck joined her after a couple years. Together they, along with their partners and advisors, have grown IAG Wealth Partners into one that has received multiple awards for their accomplishments over the years (see the most recent award in comments below 👇) . ✴ The firm continues to grow by focusing on their clients needs and their values first. I’m incredibly proud of my husband and his colleagues who have joined Lori & Susan and work tirelessly in supporting the financial goals of everyone they work with. There are several advisors within the firm who specialize in different areas providing a wide range of services. ❓ Why do I share this with you today? If you are like I was several years ago, you’re doubting whether or not you are worthy of a financial advisor, or maybe wonder, “Why would an advisor work with me, I’m not one of the top 1%?” 🤔 ✴ This message goes out especially to my fearless, fantastic female friends where financial independence is key to a happy life. My hope 🤞 is to encourage you to go meet with an advisor even if not with IAG. Get a consult. See how they can help you. Just make sure they put your needs first and have a variety of services. You are worth it! 👊 #womeninsales #salesleadership #wellbeing

One year later, it's CFO Day again! 🌟 Grateful for the insightful discussions and the opportunity to connect with colleagues. Reflecting on our achievements, it's inspiring to see how far we've come and the milestones we've reached together. Looking ahead, I'm excited about the new technologies and trends we'll adopt to stay ahead in our field. Celebrating our successes today while understanding the critical need for psychological safety in driving productivity and innovation. Here's to another year of growth, learning, and making strides in the world of finance and technology 🚀 #CFODay #FinanceInnovation