What Does A Wealth Manager Do? - On The Edge CLIPS

Frederick Hubler is an accomplished entrepreneur with more than 25 years of success spanning financial services and technology. He is responsible for founding Creative Capital Wealth Management Group, growing the firm to 15 states and building a unique retainer-based wealth management program. Mr. Hubler is also president of Retainer-Based Academy LLC, a coaching and intellectual property firm. He is an innovative leader with a keen eye for unique solutions and vast knowledge of alternative wealth creation strategies. Mr. Hubler has a Behavioral Financial Advisor™ certification, certified wealth strategist designation, as well as a MBA.

Scott clarifies exactly what Fredericks company does and he puts it into simple terms. Learn about the advice they give to their clients, which help them invest their money properly while keeping their current investments in themselves active. Things like your business and 401K remain the same, but other income can be dispersed more effectively for passive investment.

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Quickly- I'm Scott Groves - Husband, Father, Loan Officer, Coach, Author, Podcaster, and Recent Blue Belt in Brazilian Jiu-Jitsu.

This podcast is paid for and brought to you by.... by me, Scott Groves :-)

Because I think these kind of long form conversations are valuable, I pay for 100% of the production of this show out of my pocket. This channel is FAR from monetization and because of the subject matter, may never be monetized.

I am a Mortgage Loan Officer & Loan Officer Coach in real life. It's the money that I earn, from helping home-buyers and home-owners obtain home-loans, that pays for this show. If you, your friends, or your family are looking for a home loan from an honest Loan Officer, please contact me at [email protected]

I can do the loan for you (our team is licensed in 8 states) - OR - I can refer you to an amazing loan officer in the state where you're searching. ON WITH THE SHOW!!!

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