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The Model FA

Sep 30, 2019

My guest today is Brittney Castro. Brittney is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning firm. After years of working in corporate financial planning, Brittney realized she wanted to work with clients the same way she talks about money with her friends — in a fun, personal,...


Sep 23, 2019

My guest today is Joe Messinger. Joe started his own fee-only financial planning and investment advisory firm, Capstone Wealth Partners, in 2009 after struggling at large national financial service firm to find and provide good financial advice — especially in the area of college planning. Joe is a leading authority...


Sep 16, 2019

My guest today is Greg Rollett. Greg is an Emmy® Award-Winning Producer, Best-Selling Author, and media expert. Greg works with business owners from all over the world to create personality-driven online video and TV shows that generate more leads and sales for their business.Greg Rollett is the host of Ambitious...


Sep 9, 2019

The main purpose of Model FA is to support financial advisors as they grow sustainable businesses, increase their visibility, and change their clients’ lives.  Model FA is a community built by advisors, for advisors.

Join the Model FA advisor community,...