Mike shares the financial planning strategies used for his most complex client cases. There are about 130 million households in America. There are about 1.3 million households in the top 1%. Most financial and investment planning services are built for those in the bottom level of that range. Where do you go if you’re in the top half of the top 1% or even the top .1%? This is the place for you.
Avi teaches financial planning at UC Irvine and co-manages an established wealth management team in Orange County. This is where he shares ideas and insights that he has picked up along the way.
A few weeks ago, a new client stopped by to talk about his investments. He was one of the best at what he did—developing new technologies for a state-of-the-art electric vehicle maker—and he’d been rewarded over time with lots of incentive pay. By the time we spoke,...
