Advice First

By: Robert Clark
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  • Summary

  • They’re out to sell you something. This is Advice First.
    © 2025 Advice First
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Economics Leadership Management & Leadership Marketing Marketing & Sales Personal Finance
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Episodes
  • Behind the Advisor: Fred Wachtel

    Behind the Advisor: Fred Wachtel
    Jan 10 2025

    Robert and Chris talk to Prosperitas advisor Fred Wachtel about college planning, investment advice, and what it was like coming all the way from New York to LA. Plus, see what "The Comish" has to say about fantasy football!

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Fred Wachtel - fwachtel@prosperitasfin.com

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

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    1 hr and 3 mins
  • Behind the Advisor: Rian Denich

    Behind the Advisor: Rian Denich
    Jan 3 2025

    Robert and Chris talk to Prosperitas advisor Rian Denich about building a career straight out of college, finding passion in the financial industry, and the best ways to build client relationships.

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

    Show more Show less
    52 mins
  • The Philosophy of Finance: Mack Herrera

    The Philosophy of Finance: Mack Herrera
    Dec 20 2024

    Robert and Chris talk to Prosperitas advisor Mack Herrera about the early years of being a financial advisor, growing your business, and the future of the US economy (plus some sports talk, too)!

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

    Show more Show less
    54 mins

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