Showing results by author "Jay Boekeloo Jared Tanimoto Brett Maikowski" in All Categories

Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life!Hosts:Brett Maikowski, CFP® THM Wealth Management102 S. Goliad St., Suite 103Rockwall, TX 75087Jared Tanimoto, CFP®Sedai Wealth530 Technology Dr, Suite 100‍Irvine, CA 92618Jay Boekeloo, CFP®High Note Financial418 W Main St #1224Battle Ground, WA 98604Disclosures: Brett Maikowski is an Investment ...

Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life. Engaging, educational, and entertaining – let’s get wealthy together! Hosts: Jay Boekeloo, CFP® - High Note Financial Brett Maikowski, CFP® - THM Wealth Management Jared Tanimoto, CFP® - Sedai Wealth Disclosures: Investment Adviser Representatives and Registered Representatives offering advisory ...