• The best way to ensure your family's financial future is to plan for it.
  • Don't just build a retirement plan. Build a legacy.
  • My stock tip of the day is don't listen to stock tips of the day.
  • Retirement is a destination. If you want to get there, you need a guide.
We’ve started the second season of our podcast! Season 2 of our weekly podcast begins May 9! We’ll have a whole slate of subjects to discuss through the summer from marriage to social security to the special concerns of women in financial planning. We hope you’ll listen! Episode 2: Advisors’ Roundtable:  Steve Ciepiela, Adam Ciepiela, Kelly Famiglietta and Jeremy Aguilar discuss what’s in the financial news, what’s affecting our clients and community, and how to keep it all in perspective.
For previous episodes, visit our Insights Page