Under the Hood Podcast

Under the Hood Podcast

By Stallion CapitalBusinessInvesting
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Under the Hood Podcast episodes

  • Ethan Ho of Kālā Capital Partners

    On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Ethan Ho, Financial Advisor of Kālā Capital Partners.


    Get in touch with Ethan:

    https://www.kalacapitalpartners.com/

    https://www.linkedin.com/in/ethan-ho-cfp%C2%AE-37947359/


    Born and raised on Oahu, Ethan grew up with a passion for business and an immense interest in the subject of money. He graduated from Punahou School on Oahu and went on to Fordham University’s Gabelli School of Business in New York City and London, where he gained a deeper understanding of his passions for money, entrepreneurship, and marketing.

    With over nine years of client-facing industry experience and the CERTIFIED FINANCIAL PLANNER™ certificate, Ethan has a deep understanding of personal finance and what it takes for people to achieve their goals.

    As an Eagle Scout, Ethan has adopted the same scouting mottos and principles into his business practices. These guiding principles are the foundation he leans on while building trust and demonstrating his competency as an advisor.

    34 min
  • Morgen Rochard of Origin Wealth Advisers

    On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Morgen Rochard, Financial Planner of Origin Wealth Advisers.


    Get in touch with Morgen:

    https://www.originwa.com/

    https://www.linkedin.com/in/morgenrochard/

    Morgen is the founder and lead financial planner of Origin Wealth Advisers LLC. Origin opened its doors in 2014 and has advised clients on Bitcoin since 2016. Morgen is a fee-only financial planner, Chartered Financial Analyst, and Registered Life Planner dedicated to providing traditional advice to bitcoin families.  Prior to Origin, Morgen worked at both UBS Financial Services and Merrill Lynch, serving high net worth clients. Her financial career began at Trinity Derivatives Group, where she was an equity options market maker. Morgen hosts two podcasts, the Money Owners Podcast and Bitcoin for Advisors. She also wrote a book, The Personal Finance Quickstart Guide. Outside her professional endeavors, Morgen enjoys spending quality time with her husband and children.  Morgen's integration of traditional financial planning with Bitcoin reflects the reality of the world’s evolving financial landscape. This approach bridges the gap between conventional wisdom and the digital future, to provide personalized financial guidance that resonates with clients' needs and aspirations.

    48 min
  • Nycole Freer of Eden Financial

    On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Nycole Freer, Founder of Eden Financial.


    Get in touch with Nycole:

    https://edenfinancial.co/

    https://www.linkedin.com/in/nycolefreer/

    Passionate about helping others, Nycole has earned a reputation as an entrepreneur who leads with warmth, compassion, and a relentless dedication to helping others succeed.
    “When I was almost 20, I went to into a well-known bank branch and spoke to an advisor. I shared that I had $500 to invest. He told me to come back when I had more money. I never went back – instead I became the advisor I was looking for,” says Nycole.
    Serving young entrepreneurs, families, women and children for over a decade as a trusted advisor, Nycole is the visionary behind Eden Financial. Founding her company in 2023, Nycole doubled down on her commitment to educating others on how to build a thriving financial life. With the belief that personal finance is “more personal than finance,” Nycole has helped others bring their financial goals to life by first understanding them as people. Investing quality time into building a relationship with each person she serves is of the utmost importance to Nycole. 
    “I want to be able to help people like my younger self, who had the right financial intentions but who needed guidance on everything from A-Z when it comes to financial planning and investing.”
    Sought out for her valued counsel and tailor-made approach, Nycole works with her clientele as their financial “partner,” seeking to educate them every step of the way so they can become more confident along their wealth building journey. With a diverse and comprehensive background, Nycole has built Eden Financial as a one-stop shop powerhouse for those who value quality in both service and results. 
    Nycole and her firm offer financial planning support in the following areas: college planning, investment planning, retirement planning, life planning, tax planning, debt planning, insurance planning, income planning, social security planning, savings planning, charitable planning, succession planning, estate planning, and legacy planning. She also helps her clientele understand the psychology of financial planning, cash flow management, financing strategies and debt management techniques, as well as how to understand financial statements. 
    As an inspired leader who knows that true success comes from helping others, Nycole is highly involved in a variety of personal and professional organizations. She believes in following your dreams and never settling for less than your potential. As a mom, wife, health and wellness advocate, and forever student of life, Nycole continues to challenge herself to rise to her potential, and encourages others to never settle for less than what their goals are. 


    39 min
  • Daniel Goodman of Sierra Pacific Financial Advisors

    On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Daniel Goodman, Director of Financial Planning for Sierra Pacific Financial Advisors


    Get in touch with Daniel:

    https://www.sierrapfa.com/

    https://www.linkedin.com/in/danielgca/

    Over 20 years in financial planning between corporate and individual financial planning and execution. I enjoy combining my extensive financial planning and presentation skills to help clients engage and execute their financial plans.

    49 min
  • Amir Noor Director of United Financial Planning Group

    On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Amir Noor, Director of Financial Planning for United Financial Planning Group


    Get in touch with Amir Noor:

    https://unitedfpg.com/

    https://www.linkedin.com/in/amirnoor

    Amir is the Director of Financial Planning for United Financial Planning Group LLC. He started his career in the financial services industry in 2007 in Huntington, NY at the W. J. Valone Agency. Looking to expand his practice and skillset, Amir joined Park Avenue Securities in 2014. As he continued to grow and understand financial services, he felt there should be more of a client-first model with fee-based planning and joined UFPG in 2021.

    41 min
  • Jeff Embry of Globe 3 Capital

    On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Jeff Embry, Managing Partner in Globe 3 Capital


    Get in touch with Jeff Embry:

    https://globe3capital.com/

    https://www.linkedin.com/in/jeff-embry-crypto-hedgefund/


    As a Managing Partner & Head of Investor Relations of Globe 3 Capital, Jeff is responsible for all accounting, reporting, and communications to our General/Limited Partners.
    Prior to joining Globe 3, Jeff started his early career in the High-Tech Industry (both Software & Hardware). He pivoted to the Financial Industry for 15 years to serve both HNW & UHNW Families:
    * 1yr with a Financial Planning Firm, creating Financial Plans & Diversified Strategy Allocations for HNW
    & UHNW Individuals & Families
    * 7yrs with a $5 Billion Tactical Private Money Manager
    * 7yrs with Fisher Investments, a Private Global Money Manager, contributing to their explosive growth
    from $5 Billion to $49 Billion in AUM.
    Jeff’s combined and broad experience, as well as his passion for all things High-Tech and Investing, led to the exciting combination of Hedge Fund Investing within the Digital Asset Ecosystem.

    38 min
  • Andrew Jensen of Zermatt Wealth Partners

    On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Andrew Jensen, Senior Wealth Advisor for Zermatt Wealth Partners


    Get in touch with Andrew:

    ⁠https://www.zermattwealthpartners.com/

    ⁠https://www.linkedin.com/in/andrew-m-jensen-caia-51308b5/


    Andrew Jensen is a Senior Wealth Advisor and an Investment Committee member with Zermatt Wealth Partners. He works to simplifying his high-net-worth client’s lives by providing the highest level of wealth management service possible, while always striving for their optimal financial outcomes.

    Andrew has spent nearly two decades in investment management and financial services with a broad skill set and knowledge base covering a variety of asset classes and investment strategies. His experience includes managing a portfolio within a long/short equity hedge fund, as Senior Vice President with a commercial real estate investment bank, and as Senior Vice President of a Private Equity and Hedge Fund Investment Platform where he participated in over 60 institutional quality Venture Capital, Private Equity and Hedge Funds.

    Andrew has over a decade of experience with investing in a variety of Private Alternative investment funds, including Private Equity, Private Credit, Real Estate and Hedge Funds. He has a thorough understanding of how these strategies can complement and enhance traditional investment portfolios, and he holds the Chartered Alternative Investment Analyst designation. Additionally, Andrew has an in-depth knowledge of low-cost, sophisticated insurance products which can be utilized to minimize the tax implications of actively managed and dynamic investment strategies for higher net worth clients.

    In addition to providing exceptional client service as a wealth manager, Andrew is also focused on growing the ZWP practice through forming relationships with collaborative partners, such as Estate planning, CPA and Investment Banking professionals. He is also active in recruiting wealth advisors to join Zermatt Wealth Partners who are attracted to the comprehensive nature of our open architecture, fee-only and fiduciary based Wealth Program and seeking a scalable platform to grow their businesses.

    Andrew resides in South Orange County with his wife Kristi and their 4 young children. He graduated from Loyola Marymount University on a men’s water polo scholarship where he majored in English with a Business Minor. While at LMU he was a significant contributor to the Lions nationally ranked men’s water polo program as team captain his final two seasons, playing the utility and two meters positions. Andrew is an active swimmer, surfer, skier, and outdoorsman. In his spare time, you can find him out in the ocean teaching his kids to surf, building sandcastles with them on the beach, coaching their youth sports teams or out on a family adventure.

    46 min
  • Matt Reiner of Capital Investment Advisors

    On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Matt Reiner managing partner for Capital Investment Advisors


    Get in touch with Matt:

    https://www.yourwealth.com/

    https://www.linkedin.com/in/matt-reiner-cfa-cfp%C2%AE-35159216/


    Matt Reiner is a Managing Partner for Capital Investment Advisors (CIA). Prior to joining CIA in 2009, he worked with Bank of America in Boston and also with Charles Schwab in Phoenix.

    As a Senior Investment Advisor, Matt seeks to help clients reach their investment goals pre-retirement and in retirement. Through a mix of income- and growth-oriented investments, he sets up each individual with a unique portfolio for their particular situation. Matt is also an active participant on the investment committee. In addition to this, Matt also acts as the CEO of CIA’s sister company, Wela, where he manages the day-to-day operations and the overarching strategy for growth.

    Matt graduated from the W.P. Carey School of Business at Arizona State University in Tempe, AZ, with a BBA in Finance. Matt is also a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™.

    Although Matt is devoted to his alma mater, he still finds himself supporting his long-beloved Georgia Bulldogs. When not cheering on the dawgs, he’s spending time with his wife, Hillary, son, Levi, and daughter, Rory. He also enjoys playing golf, coaching little league baseball and staying current with the Braves. Matt is the brother of Mitch Reiner and the son of Mike Reiner.

    43 min
  • Martin O'Malley of Plan B Investments

    On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Martin O'Malley president of Plan B Investments.


    Get in touch with Martin:

    https://planbii.com/

    https://www.linkedin.com/in/martin-o-malley-jr-44b65a53/


    PLAN B INVESTMENTS, INC., was established in 2004 as a Registered Investment Advisor/Broker dealer (RIA/BD) based on the notion that the investor's goals should be placed first and foremost, not the RIA/BD.

    We analyze each situation and define what services best suits the client.
    Our commitment is to be involved in our clients' financial situation with a hands on approach, and have an ongoing business relationship.
    Martin P. O'Malley, Jr., President and Chief Compliance Officer, has been securities licensed since 1988. Past career experiences include independent commodity floor trader at the Chicago Board of Trade and commodity trader for Anheuser Busch, Inc.

    40 min
  • Sheneya Wilson of Fola Financial

    On this episode of the Under the Hood podcast, host Timothy Douglas speaks with the founder and CEO of Fola Financial.


    Get in touch with Sheneya:

    https://folafinancial.com/

    https://www.linkedin.com/in/sheneyawilson/


    With over 7+ years of experience in accounting, taxation, entrepreneurship, management, business planning, and financial analysis, Sheneya Wilson, CPA possesses a breadth of knowledge and depth of experience needed to quickly understand entrepreneurs’ businesses and craft the most suitable financial solutions.

    45 min

About Under the Hood Podcast

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"Under the Hood," presented by Stallion Capital, is a podcast crafted for savvy retirees and entrepreneurs seeking to diversify and optimize their investment portfolios.