Live
Popular
Categories
Art
Automotive
Business
Education
Entertainment
Family
Food
Health
Hobbies
Lifestyle
Music
News
Politics
Religion
Science
Self Help
Spirituality
Sports
Technology
Women
Create your own
Radio Show
Broadcast
live
Log in
Sign Up
Your show will resume after this message
Loading audio for smooth playback...
The episode audio is being processed and will be ready shortly.
Menu
×
×
Our
Terms of Use
and
Privacy Policy
have changed. We think you'll like them better this way.
Interview with Dan Brooks, Founder of Xexis Private Wealth Discussing Understanding Critical Concern
Broadcast in
Entrepreneur
Thu, Apr 18, 2024 01:26PM UTC
Business Innovators Radio
follow
×
Follow This Show
If you liked this show, you should follow Business Innovators Radio.
h:722181
s:12333380
archived
Play
influential entrepreneurs
mike saunders
Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years.
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.
In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.
He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.
Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.
On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.
Learn More:
http://www.xexiswealth.com/
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Influential Entrepreneurs with Mike Saunders
https:
Facebook comments
Available when logged-in to
Facebook
and if
Targeting Cookies
are enabled
Featured Episodes
Education
Fire Engineering Podcast
Fire Engineering Podcast
Education
RayRen98
RayRen98
Current Events
Freedomizer Radio
FreedomizerRadio
Education
Education Talk Radio
EDUCATION TALK RADIO PRE K -20
Register or log-in
Would you like to create a free account?
Sign Up
Already have an account?
Log In
×
Add This Player To Your Website or Social Network
Embed To Sites & Blogs
Preview