In a November 2, 2020 article from Go Banking Rates titled “Advice From Mark Cuban, Warren Buffett and Other Experts That Can Help You Survive a Crisis”, Heritage President, Sammy Azzouz, JD, CFP® points us to this nugget of wisdom from Charlie Munger, Warren Buffett’s right hand man.
And we are happy to have that team consistently paying it forward by sharing the lessons they’ve learned.
Check out these recent articles featuring our Founder, Chuck Bean III, CLU®, ChFC®, and President, Sammy Azzouz, JD, CFP®, as they share their insight on building teams, hiring investment professionals, and more.
15 Essential Questions to Ask a Financial Advisor Before You Hire Them…and, more importantly, how to road test an advisor before you sign up!
Interested in a road test? Let’s Talk.
Kristin Castner, CFA
At Heritage Kristin is responsible for overall marketing strategy, with a focus on communicating the firm's message to clients and prospects and creating outreach programs to engage clients, partners and prospective clients.