On this podcast episode, I had a candid chat with Stefan Saldivia, MS CFP, in Plava Vista, CA to discuss financial planning and life planning/ health and wealth planning. To learn more visit his Instagram at @stefansaldivia or www.instagram.com/stefansaldivia
About Stefan Saldivia
Stefan SALDIVIA focuses on providing the highest quality professional services to clients in Los Angeles. He is a financial advisor specializing in comprehensive financial planning and investment management. Stefan is a Certified Financial Planner (CFP) with a Master's in Financial Planning from Golden Gate University. He has worked for JP Morgan Chase, LPL Financial and Bank of America. Residing in Los Angeles for almost two decades, he has always being guided in areas he is passionate about. He gained experience within the entertainment, fitness and financial industry. He now specializes in financial planning for entrepreneurs, artists, and high-level executives.(FC, 2019)