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Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)
Life move's pretty fast-Is your financial plan keeping pace? Welcome to The Financial Aspects Podcast Series, where your host Paul Saad will take a fresh approach to help you explore and navigate critical financial issues, in order to maximize your return on life. Paul is a Financial Planner from the San Francisco Bay Area. For more information about Paul, check out www.collabriacapital.com. We thank you all for listening, and stay tuned for our latest episode on our website.Collabria Capital, Inc. is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration.
Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)
What's Your Estate Plan? (Feat. Dina Nam)
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Paul Saad (Collabria Capital)
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Season 5
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Episode 5
Our guest Dina Nam discusses some timely estate planning topics. We also discuss an exciting new virtual/hybrid Estate Planning platform called Vanilla. Dina is a Wealth Strategist with AdvicePeriod.