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Our guest today is a fee-only, advice-only CPF® and fiduciary who specializes in providing hourly advice to do-it-yourself investors. He's a long-time advocate of simple, low-cost investing. He isn't all about work though. How can you be when you live in sunny San Diego? In 2019, he and his wife, Lien, dedicated one full year to travel.
By Daniel Otter4.8
115115 ratings
Our guest today is a fee-only, advice-only CPF® and fiduciary who specializes in providing hourly advice to do-it-yourself investors. He's a long-time advocate of simple, low-cost investing. He isn't all about work though. How can you be when you live in sunny San Diego? In 2019, he and his wife, Lien, dedicated one full year to travel.

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