Episode #55: Claiming Victory with Patrick Huey of Victory Independent Planning
Manage episode 310853190 series 3074979
Patrick Huey is an investment advisor representative and owner of Victory Independent Planning, LLC.
He is the author of two books: "History Lessons for the Modern Investor" and "The Seven Pillars of (Financial) Wisdom";
He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer.
He has a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University.
Patrick also served as a Naval Flight Officer from 1996-2005 earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals.
Listen in as we discuss:
- What historical figures resonate the most with today's market?
- What you need to know about history that will help you navigate today's market?
- Why the Victory Pillars of Expertise, Stewardship[p, and Value are so important!
--- Send in a voice message: https://podcasters.spotify.com/pod/show/biz-with-beard/message Support this podcast: https://podcasters.spotify.com/pod/show/biz-with-beard/support
55 епізодів