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Sisällön tarjoaa Sophia Yvette. Sophia Yvette tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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EP#73: Guiding Wealth and Life: John Pesano's Journey with RidgeGate Investment Management and Community Empowerment

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Manage episode 445702551 series 3589646
Sisällön tarjoaa Sophia Yvette. Sophia Yvette tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

What makes John Pesano with Ridgegate Investment Management a good neighbor?

What happens when a top management consultant with Fortune 100 experience turns his focus to personal wealth advising? Meet John Pesano of RidgeGate Investment Management, who joins us on the Good Neighbor Podcast to share his extraordinary journey. John doesn't just manage finances; he serves as a guide through life's complexities, offering emotional support and profound insights. He dispels the myth that financial advising is purely about cost, urging us to prioritize expertise and value. A touching story about his nephew's health challenges reveals how personal trials can reshape professional paths and deepen one's commitment to helping others.
John also offers a heartfelt perspective on the power of community support, illustrating how local connections nurture and sustain businesses. His entrepreneurial journey is filled with both hurdles and triumphs, and he shares lessons that are as applicable to life as they are to business. We encourage listeners to engage with their local community by nominating their favorite businesses for future podcast features. This episode is a tapestry of financial wisdom, personal growth, and the undeniable strength found in local camaraderie. Don't miss out on the invaluable life lessons and practical advice from a trusted expert dedicated to his craft.
To learn more about Ridgegate Investment Management go to:
https://www.ridgegateip.com/
Ridgegate Investment Management
214-808-9141

John's official branch location:

Ridgegate Investment Management
5900 South Lake Forest Dr. Suite 300

McKinney, TX 75070
Firm Disclosures:
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Please do not leave any trading instructions via email. Orders are not accepted by fax or by e-mail, by messages left with answering services or with unlicensed office personnel. The licensed representative reserves the right to decline any order. Orders are not accepted by the representative until acknowledged by the representative.

This message and any attachments contain information that may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message.

  continue reading

Luvut

1. Wealth Advisor and Life Lessons (00:00:00)

2. Local Business Feature on Podcast (00:12:28)

73 jaksoa

Artwork
iconJaa
 
Manage episode 445702551 series 3589646
Sisällön tarjoaa Sophia Yvette. Sophia Yvette tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

What makes John Pesano with Ridgegate Investment Management a good neighbor?

What happens when a top management consultant with Fortune 100 experience turns his focus to personal wealth advising? Meet John Pesano of RidgeGate Investment Management, who joins us on the Good Neighbor Podcast to share his extraordinary journey. John doesn't just manage finances; he serves as a guide through life's complexities, offering emotional support and profound insights. He dispels the myth that financial advising is purely about cost, urging us to prioritize expertise and value. A touching story about his nephew's health challenges reveals how personal trials can reshape professional paths and deepen one's commitment to helping others.
John also offers a heartfelt perspective on the power of community support, illustrating how local connections nurture and sustain businesses. His entrepreneurial journey is filled with both hurdles and triumphs, and he shares lessons that are as applicable to life as they are to business. We encourage listeners to engage with their local community by nominating their favorite businesses for future podcast features. This episode is a tapestry of financial wisdom, personal growth, and the undeniable strength found in local camaraderie. Don't miss out on the invaluable life lessons and practical advice from a trusted expert dedicated to his craft.
To learn more about Ridgegate Investment Management go to:
https://www.ridgegateip.com/
Ridgegate Investment Management
214-808-9141

John's official branch location:

Ridgegate Investment Management
5900 South Lake Forest Dr. Suite 300

McKinney, TX 75070
Firm Disclosures:
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Please do not leave any trading instructions via email. Orders are not accepted by fax or by e-mail, by messages left with answering services or with unlicensed office personnel. The licensed representative reserves the right to decline any order. Orders are not accepted by the representative until acknowledged by the representative.

This message and any attachments contain information that may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message.

  continue reading

Luvut

1. Wealth Advisor and Life Lessons (00:00:00)

2. Local Business Feature on Podcast (00:12:28)

73 jaksoa

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