In this episode, Jose O. Segura, wealth management advisor and certified business exit planner, discusses establishing objectives within financial planning and organization, how to diversify your portfolio in ever-changing markets and more.

• Intro :38
• Welcome to another episode of Eye Care insider :52
• About Jose Segura 1:03
• For people that are listening for the first time, do you mind giving a brief of your background? 1:32
• What are, in your opinion, some best practices in regard to financial planning? 2:58
• Process for financial organization and seeking out advisors. 10:09
• Can you talk about the importance of portfolio diversification? 12:07
• Importance of maintaining your overall focus on financial planning and strategies when markets are effected. 16:56
• Could you give us one pearl for our listeners, or one key economic update that you think would be really important to the current economic situation right now? 18:49
• Thank you Jose 23:09
• Any final words to our listeners? 23:11
• Outro 23:35

 

Jose O. Segura, is a wealth management advisor and certified business exit planner.

We’d love to hear from you! Send your comments/questions to Dr. Mali at [email protected]. Follow us on Twitter @Healio_OSN. For more information about Segura, visit www.joseosegura.com, reach him by email at [email protected], or call 518-867-3210 x104.

Disclosures: Mali reports he is founder and CEO of Mali Enterprises; retina medical director at Macular Degeneration Association; grant/research support from Alimera Sciences, Allergan/AbbVie, Chengdu Kanghong Biotechnology, Genentech, Notal Vision, Regeneron and Santen; consulting for Alimera Sciences, Allergan/AbbVie, Eyepoint Pharmaceuticals, Genentech, Kala Pharmaceuticals, Macular Degeneration Association, Notal Vision, Novartis, Regeneron and Sun Pharmaceuticals; speaker bureau for Alimera Sciences, Genentech, Kala Pharmaceuticals, Macular Degeneration Association, Notal Vision, Novartis and Sun Pharmaceuticals; and stock/shareholder with AbbVie and Regeneron. Segura reports he is a registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 355 Lexington Avenue, 9 Fl., New York, NY 10017, 212-541-8800.