Roy Rasera is a financial advisor who helps successful couples, professionals, and business owners manage their macro-economic financial strategies. Roy holds 3 degrees from MIT, several financial designations, and is a member of Mensa. He focuses on client education and continued evaluation to co-design, optimize, and implement effective wealth building and protection strategies. Tune in to today’s podcast to discover some of the most common financial mistakes and how just one mistake could end up costing you millions.

For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog

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Roy is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) OSJ: 200 SW Market Street, Ste 1850 Portland, OR 97201. Ph. (503)221-1226. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0F17881.   This podcast is intended for general public use and is for informational purposes only.  By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.  Paul Adams and Sound Financial Group are not affiliated with or endorsed by PAS, Guardian, or Pacific Advisors and opinions stated are their own.  Third party sites and material are provided for your convenience in locating related information and services.  Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse thrid-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice.  Consult your tax, legal, or accounting professional regarding your individual situation.       # 72332464.1