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Brent Pasqua - Financial Planning & Exit Planning with Business Owners
Brent is the founder of RPA Wealth Management. RPA is a fee only financial planning firm that specializes in working retirees and business owners. They are based out of rancho Cucamonga, CA and the company was founded in 2013.
Here are questions we focused on today:
Why do you specialize in these types of clients?
What does the process look like when working with business owners?
Why are you fee only and why is that important to clients?
Special offers:
Download our ebook on our website
Listen to our podcast at retirementplanplaybook
Schedule a complimentary phone call on our website
View all episodes
By Exit Coach Bill Black
5
216216 ratings
Brent is the founder of RPA Wealth Management. RPA is a fee only financial planning firm that specializes in working retirees and business owners. They are based out of rancho Cucamonga, CA and the company was founded in 2013.
Here are questions we focused on today:
Why do you specialize in these types of clients?
What does the process look like when working with business owners?
Why are you fee only and why is that important to clients?
Special offers:
Download our ebook on our website
Listen to our podcast at retirementplanplaybook
Schedule a complimentary phone call on our website