Risk is what is left over after you have thought of everything else. Risk management is now very important. Commercial real estate, consumer debt services, personal income, etc. Lots of shoes to drop. All this and more on this week's episode.
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Today's Guest: Grant Bledsoe
Grant began his career in the financial services industry in 2007. Prior to founding Three Oaks, he was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Beforehand, Grant held positions at both Smith Barney and American Express. Grant holds an MBA and a B.S. in Applied Economics from Ithaca College. He is also both a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER™. Grant is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News.
Grant's Online Presence:
Today's Panelists
Douglas Heagren | Pro College Planners
Kirk Chisholm | Innovative Advisory Group