Clay Dunkle
16 apr 2023 ·
17 min. 42 sec.
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Descrizione
In this episode of the Sonoma Wealth Advisors Smart Investor Podcast, Dano Weir, the marketing director, interviews Clay Dunkle, a financial advisor at Sonoma Wealth Advisors. They discuss various topics,...
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In this episode of the Sonoma Wealth Advisors Smart Investor Podcast, Dano Weir, the marketing director, interviews Clay Dunkle, a financial advisor at Sonoma Wealth Advisors. They discuss various topics, including how Clay first encountered Dave Ramsey, his experience working at Sonoma Wealth Advisors, and the quality of tools they use to help clients. Clay also shares his passion for coaching baseball and working with clients who are goal-oriented and working towards achieving their financial goals. Chapters
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- Introduction (00:00:00)
- Meet Clay Dunkle (00:01:08)
- How Clay first encountered Dave Ramsey (00:02:56)
- What it's like to work with Sonoma Wealth Advisors (00:06:35)
- Clay's passion for coaching baseball (00:10:09)
- Who Clay likes to work with (00:11:44)
- The quality of tools used at Sonoma Wealth Advisors (00:14:25)
- Why someone should choose Sonoma Wealth Advisors (00:18:14)
- Conclusion (00:20:29)
- Sonoma Wealth Advisors: https://sonomawealthadvisors.com/
- Dave Ramsey: https://www.daveramsey.com/
- SmartVestor Pro: https://www.daveramsey.com/smartvestor
- Ramsey Solutions: https://www.ramseysolutions.com/
- Smart Investor Podcast: https://www.ramseysolutions.com/shows/smart-investor
- Santa Rosa: https://www.visitsantarosa.com/
- Napa: https://www.visitnapavalley.com/
Informazioni
| Autore | 707 Media |
| Sito | - |
| Tag |
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