Jared sits down with Kevin Carroll, the executive director of Tech San Diego and host of The TSD Spotlight Podcast, to debunk some of the most common misconceptions and negative stereotypes around working with financial advisors.
Kevin and Jared’s goal of this podcast is directly reflected by it’s title – Demystifying Wealth Management. During their time together, Jared and Kevin discuss the most common downfalls of financial professional relationships and how this specifically applies to individuals who work in the Tech sector who often are oversold and underserved by advisors who aren’t properly equipped to handle the unique benefits and challenges these individuals face.
Jared and Tidemark Financial Partners have positioned themselves to fill this role and offer expert advice to those in need of a professional in their corner that will help them navigate their financial picture and financial goals amidst a rapidly innovating Tech industry!
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