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Episode 31: Investment Management with Guest Aaron Milledge, CEO of Targeted Wealth Solutions
Manage episode 341129564 series 3019135
Peter McKenzie에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Peter McKenzie 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Join our host, Peter McKenzie, and this week's guest, Aaron Milledge, the Founding Partner/Chief Compliance Officer of Targeted Wealth Solutions. Aaron is a former USAF fighter pilot who helped found an independent, fee-only wealth management firm in 2015. Along the way, he's helped clients navigate rental property acquisitions, ownership, and dispositions. His company focuses on rigorous financial planning to establish the roadmap for helping clients associate financial assets with defined outcomes and goals. Connect with Peter: RinconManagement.com/podcast Want to get in touch with Peter and the Rincon team? Email Podcast@RinconManagement.com Guest: Aaron Milledge of Targeted Wealth Solutions Connect with the Rincon team on social media: Facebook | Twitter | YouTube | LinkedIn | Yelp
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Production House: Flint Stone Media
Copyright of Peter McKenzie 2022.
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