What we're about

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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

Online event

October Stock Market and Economic Update

Online event

How To Progress Through The Three Stages of Wealth

Online event

Back Door Roth IRA Deep Dive

Online event

Photos (13)

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