What we're about

Given the recent quarantine requirements, please visit the following online resources on the pursuit of your Drive:

Check out the Youtube channel (please subscribe and share as this was just launched!): https://www.youtube.com/channel/UCZEb_SnraiclRE0d38xcqtw

Subscribe to our email newsletter for tips and insights right to your inbox. 100% Privacy. No Spam. http://eepurl.com/dqYYC5

Visit our website at http://www.DrivenWM.com

You will learn basic, intermediate, and advanced financial planning and investment concepts from an experienced investor and advisor. The group focuses on both business and personal financial planning. We will review topics such as business strategy, the stock market, real estate investing and retirement planning.

Everyone is welcome. Regardless of income or asset level, everyone with an interest in taking control of their finances will benefit from the discussion.

About the organizer:

Rick Vazza, CFA, CFP

Rick Vazza is President of Driven Wealth Management, a San Diego wealth management firm. Rick provides business and personal financial planning and investment services to Driven professionals and entrepreneurs.

Past events (13)

Financial Planning Following An Election

This event has passed

October Stock Market and Economic Update

This event has passed

How To Progress Through The Three Stages of Wealth

This event has passed

Back Door Roth IRA Deep Dive

This event has passed

Find us also at