On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Brandon Fink, Wealth Advisor at Claro Advisors.

Get in touch with Brandon:

https://www.claroadvisors.com/

https://www.linkedin.com/in/brandonpaulfink/

Brandon Fink, CFP® is a Senior Vice President and Wealth Advisor with Claro Advisors. As a Certified Financial Planner™, Brandon works closely with business owners, high net-worth individuals, young professionals, retirees, entertainers and athletes to guide them through a broad range of financial decisions.
Brandon’s expertise includes investment management, retirement planning, equity compensation, insurance, long term care, estate planning, philanthropic giving and tax efficient financial planning.
Prior to joining Claro Advisors in 2021, Brandon spent 9 years as a wealth manager for the Financial Compass Group. In just his first year in the business, Brandon was awarded the “National Developing Advisor of the Year” as a member of Equitable’s Retirement Benefits Group. Brandon has been named in Boston magazine as a Five Star Wealth Manager award winner and on Wealthmanagement.com’s 2019 Thrive List of Fastest Growing Advisors*.
Brandon graduated from Boston University with a concentration in finance. After graduation, Brandon quickly earned his Certified Financial Planning Designation at his alma mater. He is an active member of the Boston Estate Planning Council, The Jewish Federation of Boston, and an avid fan of all things basketball.

On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Matt Golliher, Financial Advisor of Vista Investment Partners.

Get in touch with Matt:

https://www.vistainvestment.net/

https://www.linkedin.com/in/matt-golliher-27a50599/

Matt’s approach combines traditional wealth management with alternative strategies to account for how the future may be different from the past.

Prior to joining Vista, Matt worked at WestPoint Financial Group, First Merchants Corporation and US Bancorp Investments. Matt obtained his bachelor’s degree from Indiana University Bloomington, and currently holds his Series 6, Series 7, Series 63 and Series 66 securities licenses as well as his life and health insurance license.

Disclaimer: Vista Investment Partners is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Matt Cohen, Relationship Manager at West Financial Services.

Get in touch with Matt:

https://westfinancial.com/

https://www.linkedin.com/in/mattcohendc/

"I consider myself to be a passionate investment services professional and an advocate for the financial well-being of my clients. I strive to be that “first phone call” to help clients address a variety of financial and estate related questions, including gifting strategies.
As a relationship manager at West Financial Services, I provide financial planning services and investment management to clients, and I lead a team of skilled practitioners who are instrumental in executing a successful financial plan.
I specialize in turning a lifetime of savings and hard work into a reliable income stream for clients nearing and in retirement. In addition, as an “elder millennial,” I have firsthand knowledge of the financial issues facing this large generation and I work closely with many younger clients who are accumulating assets - often advising and educating multiple generations of families."

On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Ethan Ho, Financial Advisor of Kālā Capital Partners.

Get in touch with Ethan:

https://www.kalacapitalpartners.com/

https://www.linkedin.com/in/ethan-ho-cfp%C2%AE-37947359/

Born and raised on Oahu, Ethan grew up with a passion for business and an immense interest in the subject of money. He graduated from Punahou School on Oahu and went on to Fordham University’s Gabelli School of Business in New York City and London, where he gained a deeper understanding of his passions for money, entrepreneurship, and marketing.

With over nine years of client-facing industry experience and the CERTIFIED FINANCIAL PLANNER™ certificate, Ethan has a deep understanding of personal finance and what it takes for people to achieve their goals.

As an Eagle Scout, Ethan has adopted the same scouting mottos and principles into his business practices. These guiding principles are the foundation he leans on while building trust and demonstrating his competency as an advisor.

On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Morgen Rochard, Financial Planner of Origin Wealth Advisers.

Get in touch with Morgen:

https://www.originwa.com/

https://www.linkedin.com/in/morgenrochard/

Morgen is the founder and lead financial planner of Origin Wealth Advisers LLC. Origin opened its doors in 2014 and has advised clients on Bitcoin since 2016. Morgen is a fee-only financial planner, Chartered Financial Analyst, and Registered Life Planner dedicated to providing traditional advice to bitcoin families. Prior to Origin, Morgen worked at both UBS Financial Services and Merrill Lynch, serving high net worth clients. Her financial career began at Trinity Derivatives Group, where she was an equity options market maker. Morgen hosts two podcasts, the Money Owners Podcast and Bitcoin for Advisors. She also wrote a book, The Personal Finance Quickstart Guide. Outside her professional endeavors, Morgen enjoys spending quality time with her husband and children. Morgen's integration of traditional financial planning with Bitcoin reflects the reality of the world’s evolving financial landscape. This approach bridges the gap between conventional wisdom and the digital future, to provide personalized financial guidance that resonates with clients' needs and aspirations.

On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Nycole Freer, Founder of Eden Financial.

Get in touch with Nycole:

https://edenfinancial.co/

https://www.linkedin.com/in/nycolefreer/

Passionate about helping others, Nycole has earned a reputation as an entrepreneur who leads with warmth, compassion, and a relentless dedication to helping others succeed.
“When I was almost 20, I went to into a well-known bank branch and spoke to an advisor. I shared that I had $500 to invest. He told me to come back when I had more money. I never went back – instead I became the advisor I was looking for,” says Nycole.
Serving young entrepreneurs, families, women and children for over a decade as a trusted advisor, Nycole is the visionary behind Eden Financial. Founding her company in 2023, Nycole doubled down on her commitment to educating others on how to build a thriving financial life. With the belief that personal finance is “more personal than finance,” Nycole has helped others bring their financial goals to life by first understanding them as people. Investing quality time into building a relationship with each person she serves is of the utmost importance to Nycole.
“I want to be able to help people like my younger self, who had the right financial intentions but who needed guidance on everything from A-Z when it comes to financial planning and investing.”
Sought out for her valued counsel and tailor-made approach, Nycole works with her clientele as their financial “partner,” seeking to educate them every step of the way so they can become more confident along their wealth building journey. With a diverse and comprehensive background, Nycole has built Eden Financial as a one-stop shop powerhouse for those who value quality in both service and results.
Nycole and her firm offer financial planning support in the following areas: college planning, investment planning, retirement planning, life planning, tax planning, debt planning, insurance planning, income planning, social security planning, savings planning, charitable planning, succession planning, estate planning, and legacy planning. She also helps her clientele understand the psychology of financial planning, cash flow management, financing strategies and debt management techniques, as well as how to understand financial statements.
As an inspired leader who knows that true success comes from helping others, Nycole is highly involved in a variety of personal and professional organizations. She believes in following your dreams and never settling for less than your potential. As a mom, wife, health and wellness advocate, and forever student of life, Nycole continues to challenge herself to rise to her potential, and encourages others to never settle for less than what their goals are.

On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Daniel Goodman, Director of Financial Planning for Sierra Pacific Financial Advisors

Get in touch with Daniel:

https://www.sierrapfa.com/

https://www.linkedin.com/in/danielgca/

Over 20 years in financial planning between corporate and individual financial planning and execution. I enjoy combining my extensive financial planning and presentation skills to help clients engage and execute their financial plans.

On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Amir Noor, Director of Financial Planning for United Financial Planning Group

Get in touch with Amir Noor:

https://unitedfpg.com/

https://www.linkedin.com/in/amirnoor

Amir is the Director of Financial Planning for United Financial Planning Group LLC. He started his career in the financial services industry in 2007 in Huntington, NY at the W. J. Valone Agency. Looking to expand his practice and skillset, Amir joined Park Avenue Securities in 2014. As he continued to grow and understand financial services, he felt there should be more of a client-first model with fee-based planning and joined UFPG in 2021.