Aviator CPA Gives Overview of New Tax Law’s First Year

It’s All About Finding the Balance

Story & Photos by Stephen K. Peeples

When Wealth | Wisdom | Wellness last spoke with Valencia’s Aviator CPA, Jorge Perazzo, the Tax Cut and Jobs Act passed by Congress had just been signed into law by the president.

As we neared the end of the second quarter since the law took effect in January 2018, we checked back with Perazzo and his wife and partner Peggy for a mid-year update. Continue reading “Aviator CPA Gives Overview of New Tax Law’s First Year”

Beyond FANG: IBD’s Amy Smith Spotlights Four High-Performing Stocks

By Stephen K. Peeples

What do Netflix, SolarEdge, Etsy and Shake Shack Have in Common?

Former host of Investor’s Business Daily’s Market Wrap, Amy Smith also co-hosted IBD’s “How to Make Money in Stocks” radio program and wrote the companion book “How to Make Money in Stocks Success Stories” (McGraw-Hill, 2013).

Smith is a frequent speaker and panelist at major IBD events, where she shares her prescient views of current and future market conditions. A keynote speaker at Wealth | Wisdom | Wellness’ inaugural Santa Clarita Family Wealth Summit in May 2017, Smith was profiled in 3W’s premiere issue and her tips featured in our second and third issues as well.

In this edition, Smith spotlights four stocks that were major movers in the tumultuous first two quarters of 2018. Continue reading “Beyond FANG: IBD’s Amy Smith Spotlights Four High-Performing Stocks”

Fred Wachtel Helps Families

By Stephen K. Peeples

“I like being able to guide people on a path to greater wealth.”

As a financial advisor and Vice President – Investments with Wells Fargo Advisors, Fred Wachtel helps his Santa Clarita Valley high-net-worth clients grow their families’ wealth by learning their financial needs, then implementing strategies to help achieve those goals.

“I like money, I like making money, and most of all I like helping others make money and reach their goals,” Wachtel said. “It’s very satisfying personally and professionally to see my clients reach their goals and not have to worry about where money is going to come from in the future. I’m in a good profession. I do what I love and it helps others at the same time.” Continue reading “Fred Wachtel Helps Families”

Saenger Associates: First Call for Retained Executive Search

By Stephen K. Peeples

“‘We find great people for great companies’ is more than a tagline for us. That’s what we do.”
– Gary Saenger

When Saenger Associates’ corporate clients need to hire qualified top-level executives, founder Gary Saenger and his team of executive recruiters are first-call.

“We’re the proverbial head-hunter that’s on retainer with a company, and work exclusively and confidentially to find the best candidates to fill those positions,” Saenger said in a recent conversation at his company’s Valencia headquarters.

Saenger Associates is especially expert with companies in the industrial and consumer products sectors, and senior-level positions in the manufacturing supply chain with a minimum annual compensation of $100K, but usually at the $200K-250K level. Continue reading “Saenger Associates: First Call for Retained Executive Search”

IBD’s Amy Smith is Bullish on Short- and Long-Term Trends

Amy Smith of Investor’s Business Daily is the former host of IBD TV’s daily “Market Wrap” video and co-host of the “How to Make Money in Stocks” radio program. Smith also authored the companion book “How to Make Money in Stocks Success Stories,” published by McGraw-Hill in 2013. Smith is an in-demand speaker at national IBD events, sharing her insight into current and future market trends. We were honored to have her as a featured speaker at 3W’s first Santa Clarita Family Wealth Summit in May. We profiled Smith in the premiere issue of Wealth | Wisdom | Wellness, and circled back in mid-December to get her reading on the market as we headed into the first quarter of 2018. Continue reading “IBD’s Amy Smith is Bullish on Short- and Long-Term Trends”

Jeff Brandolino on Building a Brand

From Real Estate Sales to Flipping Investment Properties

Real estate expert Jeff Brandolino, president of the Brandolino Group, Inc., has developed a set of methods and tools to grow his and other local businesses even in an economic downturn.

The Brandolino Group’s story goes back a decade. California’s real estate industry had taken a hard hit over
the first couple years of the Great Recession of 2007. Disappointing job numbers along with stagnant home sales caused many real estate offices around California to shrink.

To keep him and his employees in the real estate business, Brandolino knew something had to change. His vision was to redefine his team’s role as real estate agents by going beyond the scope of a traditional realtor, from sales to investments.

Brandolino aligned his team with a group of private investors to orchestrate the research, acquisition, renovation and sale of distressed properties around Los Angeles County. Continue reading “Jeff Brandolino on Building a Brand”

Family, Flying and Federer

CPA Jorge Perazzo Puts His Clients ‘At Ease’ About Their Finances

By Stephen K. Peeples

Valencia-based Certified Public Accountant Jorge Perazzo heads a full-service accountancy corporation that helps businesses, families and individuals stay in control of their finances.

With more than 25 years’ accounting experience and more than 30 years of information technology expertise, Perazzo knows how to help his high-income clients maintain financial control and put them at ease.

Perazzo can help with anything from paying off a credit card to selling a business, with highly personalized, fast, accurate service.

Among his firm’s specialties are setting up accounting systems, internal controls, tax planning and return preparation, small business consulting, succession and exit planning, and more. Continue reading “Family, Flying and Federer”

You Can Retire in Style Without Paying Fees or Losing Your Principal

Arif Halaby is the CEO of Total Financial Solutions. Arif is not interested in making you rich, rather he is dedicated to making sure you don’t go broke. He helps you plan for a steady stream of income during your retirement years from indexed products. To retire in style, with the life you want, starts with a visit with Arif and together you can make a plan for perhaps the most important years of your life. Continue reading “You Can Retire in Style Without Paying Fees or Losing Your Principal”

Collin Rigler, Wealth Manager with a Competitive Advantage

Collin Rigler, Senior Vice President at RBC Wealth Management is an extremely successful and confident
wealth manager. And he has good reason to be. Collin majored in applied economics, helped take companies public, consults with colleagues that work in the Federal Reserve and has an impressive list of CEO and executive clients in a wide range of industries.

While Collin’s credentials rank in the top of his field, he has an ace up his sleeve; a competitive advantage over most wealth managers. When Collin was managing institutional portfolios, he learned directly from William O’Neil + Co, the data analysis and investing style of its founder, William O’Neil. O’Neil founded Investor’s Business Daily and William O’Neil + Co. which provides investment analysis to top hedge funds and mutual fund managers. Continue reading “Collin Rigler, Wealth Manager with a Competitive Advantage”

Wall Street’s Best Kept Secret

Fractional Life Settlements

Are You Leveraging this Unique Alternative Asset Class?

Brian J. Clark, CRPC, all rights reserved©

3W: I see that Reliant’s slogan is “Bringing Institutional Profitability to Individual Investors.” What does that mean, and who are the institutions investing in assets such as Life Settlements?

Brian: Notable examples would be, Warren Buffett, Credit Suisse, Goldman Sachs and Blackstone. Historically, only institutional investors had access to life settlements because of the large amount of capital and expertise required to do so effectively. But now, thanks to unique legislation here in California, financially qualified investors can now participate in Reliant’s Fractional Life Settlement investment model. That means the individual investor can have the profitability that the institutional investors have. Continue reading “Wall Street’s Best Kept Secret”

“Want to Create Financial Fitness for Life?”

“Organize Prioritize Optimize!”

“The financial wealth industry still thinks it’s in the money management business. It’s not, it’s in the behavioral management business.”
– Bob Donaldson, Founder and CEO of Advisory Group West

Bob Donaldson is an accomplished Chartered Financial Consultant, who crafts personal, specific and clear strategies for families. His 40 years of practice led to the creation of Advisory Group West’s comprehensive educational and behavioral processes for ‘Financial Fitness for Life.’ 3W sat down with Bob at his office in Glendale to talk about his beliefs and philosophies of attaining and maintaining wealth. Continue reading ““Want to Create Financial Fitness for Life?””

Healthy, Wealthy and Wise

Collin Rigler, Wealth Manager with a Competitive Advantage

Collin Rigler, Senior Vice President at RBC Wealth Management is an extremely successful and confident wealth manager. And he has good reason to be. Collin majored in applied economics, helped take companies public, consults with colleagues that work in the Federal Reserve and has an impressive list of CEO and executive clients in a wide range of industries. But that’s not all. Continue reading “Healthy, Wealthy and Wise”

Investing Made for Women!

But strong enough for men too!

Amy Smith of Investor’s Business Daily

Amy Smith is the work horse legend at IBD. She’s had a long run with her radio show How to Make Money in Stocks, and travels the world teaching in IBD’s workshops helping people master the art of investing in the stock market.

Amy is a prodigy who trained under the legendary William O’Neil, one of the legendary investors of all time, right up there with Warren Buffet. William O’Neil is founder of Investor’s Business Daily and The William O’Neil Co. His book How to Make Money in Stocks has sold millions of copies around the world. Continue reading “Investing Made for Women!”

Leading By Example

How a Young Man Taught Himself & His Entire Family the Rules of Success to Create Lasting Family Wealth

Imagine a hardworking family man. He and his loving supportive wife were able to buy their first home in their 20s and within a decade retire in their 30s because of his financial prowess. Their children are successful
young adults. They are literally living the dream. One day while vacationing in Rome and admiring the Coliseum his wife notices a strange look on her husband’s face. He turns to his wife and tells her he just had an epiphany. Continue reading “Leading By Example”

Building Lasting Family Wealth

Imagine a loving family in the typical everyday struggle of earning money, keeping the family happy and healthy and raising loving children into adulthood. They grow considerable wealth and enjoy the benefits of the assets they’ve acquired. They talk about retirement and leaving a legacy for their children but like 70% of most people in their 50s and beyond, they procrastinate. Finally, the husband decides to book an appointment with an estate planning attorney. Unfortunately, just days before the appointment the husband passes. Continue reading “Building Lasting Family Wealth”