Meeting Of The Minds At Dana Point Podcast - a podcast by Justin Castelli, CFP®

At the IMN Global Indexing and ETF conference in Dana Point, a group of talented financial professionals got together in a hotel room for an impromptu conversation about the current state of financial services, the future, improvements we'd like to make, and what excites us the most about our profession. You may have seen all or parts of the video, but here it is in podcast format.

Below are all of the professionals, their Twitter handles, and company websites.I hope you enjoy!

Courtney Ranstrom / Trailhead PlannersPerth Tolle / Life And Liberty Indexes

Emlen Miles-Mattingly / Gen Next WealthDasarte Yarnway / Berknell Financial Group

Alex Chalekian / Lake Avenue FinancialStephen Nelson / The Athlete Investor

Taylor Schulte / TaylorSchulte.comScott Frank / Stone Steps Financial

Tyrone Ross, Jr. / TyroneRoss.ioDisclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

Further episodes of All About Your Benjamins™

Further podcasts by Justin Castelli, CFP®

Website of Justin Castelli, CFP®