Free Financial Topics in Los Angeles & Orange County

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  • A Treacherous Journey: Investment Concerns in a Fragile Market

    Scott Glenn Eichler, Chief Investment Officer, Newport Wealth Advisors

    Scott Eichler is a well-known financial advisor in Southern California. His educational workshops have been widely attended by hundreds of retirees and pre-retirees throughout LA, Orange, and San Diego Counties. His book, Don't Play Chicken with Your Nest Egg, achieved best-seller status on Amazon. Scott has developed a specialty in helping people realize their dream of financial independence through formula-based investment planning. MORE >

    Scott is a Southern California native, and attended Vanguard University where he earned a Bachelor of Arts degree in Rhetoric. He holds series 7, 65, Life & Health, and Variable Annuity licenses. Scott is a 29-year member of Coast Bible Church where he is the head of Men’s Ministries and the Audio/Video team. Scott currently resides in Mission Viejo, CA with his family.
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  • A Holistic Approach to Mind Over Money

    Rita Boccuzzi, CEO, Flourish Inc

    Getting Your Money Beliefs Aligned is the pathway to Redesign Your Relationship with Money. As you transform your money conversations and learn to Recognize Your Money Stories you create a positive mindshift around your money. Explore expanding your financial knowledge to "FOCUS" on Your Fabulous Financial Future to get you to the SWAN (Sleep Well At Night) plans you always dreamed of. All while Transforming Right Where YOU Are Right Now to gain the financial success you dream of. MORE >

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