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Episode 13: A Conversation with BULLWEALTH’s New Client Strategist, Randy Gunn

Insights Into Wealth

English - February 25, 2022 05:00 - 20 minutes - 19.3 MB
Management Business Investing asset allocation bullwealth consulting equities investment james a. bull josephine chan julian c. smith justin mcadam kevin van dyk Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Discussing Wills & Estate Planning with Courtney Petch
Next Episode: A Conversation with Greg Romundt, CEO of Centurion Real Estate

Randy is BULLWEALTH’s newest partner and Client Strategist, and joins BULLWEALTH after many years in the investment advisory and consulting, and investment management arenas. Throughout Randy’s career he has spent many years working with and advising wealthy families and not-for-profit organizations on the investment portfolios and wealth decisions. During our conversation, we explore who Randy is and why he joined BULLWEALTH to how Randy advises business owners and their families on their wealth decisions to changing trends within our industry. Please join me and Randy for an engaging and wide ranging conversation.