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Listen " "Financial Professionals"... Why they're not all the same!"
Episode Synopsis
What is a financial professional? Greg Ramirez of Advisors on Call breaks down the term and explains the different roles that fall under that general umbrella, including "fiduciary". Greg discusses what makes a "fiduciary" different from other financial professionals.Greg Ramirez is a wealth manager and founder of Advisors On Call. Greg has over 25 years of experience helping Southern California individuals and families prepare for and live confident and successful retirements.www.AdvisorsOnCall.com
More episodes of the podcast Advisors On Call
Understanding Retirement Savings Accounts
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Annuities Explained
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