Welcome to the very first episode of “Your Financial Compass”! I’m your host, Scott Vlahon, Senior Financial Advisor with Bulman Wealth Group.

For this first episode, we will be joined by Chris Bulman, Founder and Leading Advisor at Bulman Wealth Group. Chris shares about himself and his family, as well as the history of Bulman Wealth Group. You will also get to learn who I am, and what I will be sharing with you on “Your Financial Compass”.

WHAT YOU'LL LEARN ON THIS EPISODE:

·      What “Your Financial Compass” will be sharing on the podcast. (0:42)

·      Listen here to learn who we are and the journey that led us here. (1:35)

·      How business dynamics can change as you grow in your career. (9:09)

·      When family values build loyalty in your clients. (11:47)

WAYS TO CONNECT:

Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg

Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.

If you have any questions about what we discussed or anything else in your financial plan, email us at [email protected]. You can also reach the team by phone at (916) 458-8199.