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Ep:51 - The One About Building Wealth and Wealth Management | Becky Lightman
Manage episode 306884112 series 3005638
Вміст надано Michele Bellisari. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Michele Bellisari або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Becky Lightman founder of Lightman Capital, a wealth management firm based in Boca Raton has worked with multi millionaires and billionaires. Today we chat about what she knows...like, what are the some of the traits wealthy people have in common, how we as women (and people in general) do to protect our wealth and starting her career during the financial crisis?
Becky Lightman is the Founder of Lightman Capital, a wealth management firm based in Boca Raton. She advises clients on all aspects of their wealth management strategy— including investments retirement planning and complex trust and estate services. She helps clients navigate their investment options as they face life decisions, and as a result has a lot of real world experience handling all sorts of situations.
Thank for joining us today!
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This episode is sponsored by:
Michele Bellisari - #SoooBoca and The Bellisari Group @ Real Broker, LLC.
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☀️ DISCLOSURE:
Occasionally I am hosted by restaurants and businesses. All opinions are my own. Please confirm all details directly with any highlighted businesses. Information deemed reliable, not guaranteed. I am not an attorney or financial planner.
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