You NEED a Financial Planner | The Entrepreneurial Journey

You NEED a Financial Planner | The Entrepreneurial Journey

Show notes

Whether you're starting a business or running several successful companies, what you do with your money and how you manage it matters. This week, Dave chats with Saman Samii (who goes by "Sammy"), a Financial Advisor for UBS, about the importance of having financial advisors and wealth managers in your court early in the process to ensure what you are building today can turn into generational wealth in the future.

"The Entrepreneurial Journey with Dave Wescott" is a weekly podcast that airs LIVE at 9:15 a.m. PST on Dave's YouTube, Facebook, and LinkedIn profiles and is available as an audio-only podcast on your favorite podcasting platform ahead of your Thursday morning commute.

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Hosts


Guests

Dave Wescott

Dave Wescott

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Saman Samii

Saman Samii

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