• From CPA to CEO: Ray Lucia Jr.'s Journey

  • Sep 5 2024
  • Duración: 26 m
  • Podcast

From CPA to CEO: Ray Lucia Jr.'s Journey

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  • Resumen

  • Meet Ray Lucia Jr. In the debut episode of Vaulted Views, host Ray Lucia Jr. shares his background, journey, and vision for the podcast. Join Ray and interviewer Emily Paup as they discuss Ray's extensive experience in the financial services industry, his mission to help 1 million American households, and his personal vices like bourbon, cigars, and horse racing.

    Key Highlights:

    • Ray's background in wealth management and asset management
    • The inspiration behind starting the podcast
    • Ray's big, hairy, audacious goal (BHAG) of helping 1 million American households
    • Insights into personal branding and ideal customer profiles
    • Ray's vices including bourbon, cigars, and horse racing

    Tune in to get to know Ray Lucia Jr. and his vision for Vaulted Views. Stay tuned for upcoming episodes featuring special guests and valuable insights into finance, business, and more. Don't miss out on this engaging and informative podcast journey!
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