Business Innovators Radio
Interview with James Lavorgna, Founder of Spencer Advisory Services Discussing Succession & Legacy Planning
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:23:57
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Sinopse
Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws in Wealth Management and Private Banking. He has been in and associated with the investment industry since 1979. And is currently an Investment Advisor Representative of Forsyth Wealth Management, Inc. fee-only Registered Investment Advisor and licensed insurance agent.He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Based Model Consultant.He has spent his career consulting with successful business owners and high-net-worth families.Learn More: https://spencervfo.com/Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice fro