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.