San Diego, California, United States
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1K followers
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To the financial advisors in my network - sign up for this webinar on August 14th to hear Todd Rovak and Shannon Miller discuss the benefits of…
To the financial advisors in my network - sign up for this webinar on August 14th to hear Todd Rovak and Shannon Miller discuss the benefits of…
Liked by James Norwood
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Congratulations to Chef Roberto Alcocer and the Valle Family on being awarded their second year with a MICHELIN Star designation! Dine at Valle to…
Congratulations to Chef Roberto Alcocer and the Valle Family on being awarded their second year with a MICHELIN Star designation! Dine at Valle to…
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If you’re a financial advisor and aren’t actively trying to figure out why your client’s children won’t stick with you, you’re missing a massive…
If you’re a financial advisor and aren’t actively trying to figure out why your client’s children won’t stick with you, you’re missing a massive…
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Experience & Education
More activity by James
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“123456” is the most commonly used password around the world, followed by “123456789,” “qwerty” and “password.” When you use simple passwords like…
“123456” is the most commonly used password around the world, followed by “123456789,” “qwerty” and “password.” When you use simple passwords like…
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I wanted to take a moment to sincerely thank everyone who joined us this week at The Westin Gaslamp Quarter in San Diego for Realta Wealth’s National…
I wanted to take a moment to sincerely thank everyone who joined us this week at The Westin Gaslamp Quarter in San Diego for Realta Wealth’s National…
Liked by James Norwood
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A New York minute to remember...thank you Travel + Leisure Co.!
A New York minute to remember...thank you Travel + Leisure Co.!
Liked by James Norwood
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Consumers lost more money to investment scams in 2023 than to any other type of scam, according to the FTC. And the median loss per victim was…
Consumers lost more money to investment scams in 2023 than to any other type of scam, according to the FTC. And the median loss per victim was…
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Today is National Parents' Day. The team at Carefull wants to commend all of the parents who are caring for both children and aging parents. Being…
Today is National Parents' Day. The team at Carefull wants to commend all of the parents who are caring for both children and aging parents. Being…
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The type of scam older adults lose the most money to are romance scams, according to the Federal Trade Commission. Those hardest hit were the 60-69…
The type of scam older adults lose the most money to are romance scams, according to the Federal Trade Commission. Those hardest hit were the 60-69…
Liked by James Norwood
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Priority Financial Group Achieves Significant Milestones Know more:- https://lnkd.in/dKbawhaa #priorityfinancialgroup #fintecbuzznews #fintech…
Priority Financial Group Achieves Significant Milestones Know more:- https://lnkd.in/dKbawhaa #priorityfinancialgroup #fintecbuzznews #fintech…
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Financial institutions reported more than $27 billion in suspicious activity related to elder financial exploitation from June 2022 to June 2023…
Financial institutions reported more than $27 billion in suspicious activity related to elder financial exploitation from June 2022 to June 2023…
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Alright, alright, alright! Special thanks to guest Matthew McConaughey for joining us at #Connect2Peers yesterday. Our advisors enjoyed the lively…
Alright, alright, alright! Special thanks to guest Matthew McConaughey for joining us at #Connect2Peers yesterday. Our advisors enjoyed the lively…
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🚀 Exciting Milestones at Priority Financial Group! 🚀 We are thrilled to announce several key achievements that showcase our growth and commitment…
🚀 Exciting Milestones at Priority Financial Group! 🚀 We are thrilled to announce several key achievements that showcase our growth and commitment…
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Financial institutions are in a position to see the warning signs of dementia years before doctors typically detect cognitive decline, says one of…
Financial institutions are in a position to see the warning signs of dementia years before doctors typically detect cognitive decline, says one of…
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We are excited to share that Carefull won the Best as-a-Service Solution award in the 2024 FinTech Futures #BankingTechAwardsUSA! This award is given…
We are excited to share that Carefull won the Best as-a-Service Solution award in the 2024 FinTech Futures #BankingTechAwardsUSA! This award is given…
Liked by James Norwood
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AT&T said Friday that records of calls and text messages of nearly all AT&T customers were exposed in a data breach. If you're an AT&T customer…
AT&T said Friday that records of calls and text messages of nearly all AT&T customers were exposed in a data breach. If you're an AT&T customer…
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Many of you know I spent years as a financial advisor in the corporate world. While I gained invaluable experience and had many positive moments, I…
Many of you know I spent years as a financial advisor in the corporate world. While I gained invaluable experience and had many positive moments, I…
Liked by James Norwood
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What a moment for our resorts here in Oceanside! Thank you Travel + Leisure Co. for announcing Mission Pacific Beach Resort as the No. 1 Resort Hotel…
What a moment for our resorts here in Oceanside! Thank you Travel + Leisure Co. for announcing Mission Pacific Beach Resort as the No. 1 Resort Hotel…
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With high temperatures gripping the U.S. this summer, you should be on the lookout for scammers claiming to be with utility companies. Utility scams…
With high temperatures gripping the U.S. this summer, you should be on the lookout for scammers claiming to be with utility companies. Utility scams…
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