Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Vincent Cucuzza, CFP®, CAP®, ChFC® | Certified Financial Planner | Author | Barnum Financial Group

Bio: I have built my wealth management practice on a foundation of holistic financial planning. A Certified Financial Planner™ professional, I have over a decade of experience helping individuals, families and business owners protect, preserve and grow their wealth.

A cornerstone of my practice is my commitment to financial literacy and lifelong learning. Believing that knowledge gives people the power to make important financial decisions with confidence, I teach consumer-oriented financial planning courses to Physicians across the greater New York metropolitan area, and throughout the country via webinars. I am also an author/contributor for PhysicianFinancialStrategies.com, MedicalEconomics.com, PhysiciansPractice.com and CT Society of CPAs.

A key focus of my practice is helping Physicians build wealth and live their best life. I do this by integrating core financial strategies and life coaching with sophisticated legal and tax planning. My experience as trusted advisor on a family office team provides me with unique insights and perspective, to give Physicians an edge that ultra-high-net-worth families have had for 300+ years.

Podcast Episode Description: Learn From Your Peers

Follow Paul on Instagram: @paul.f.blanco

CRN202707-6795247