Financial Freedom with Tom Hegna6 Marras 2025

Episode 27 - John Grace | Westlake Financial Advisors

John Grace, a Registered Principal with LPL Financial, is a professional with over 30 years of experience. John, an Eagle Scout, attended Carleton College in Minnesota, and is a former President and Trustee of the Ventura County Council of the Boy Scouts of America; a former Board Member and Finance Committee Member of the El Camino College Foundation in Torrance; a former Trustee of the California Lutheran Educational Foundation at California Lutheran University in Thousand Oaks; a former Charter Member of the American Heart Association Ventura County Chapter; a past Executive Board Member of the Westlake Village Chamber of Commerce; and Past President of the Rotary Club of Westlake Village Sunrise. Due to his Knowledge and experience, John is a frequent lecturer on financial matters and has been retained to conduct workshops for colleagues, corporations, and various colleges, universities, and adult education programs, in addition to participating as a regular Keynote Speaker for Junior Achievement events around Southern California.

Since 1979, Investor’s Advantage Corporation has been passionate about working with individuals who are looking to pursue financial independence. By proactively planning our clients’ futures, we develop goals and work towards personal benchmarks. At Investor’s Advantage Corporation we pride ourselves on our ability to build financial independence and confidence. We do this by creating transparent and efficient portfolios that strive to exceed client objectives.

https://www.westlakefinancialadvisors.com/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Episode 37 - Rick Durkee, RICP® | Coastal Financial Planning Group, Founder

Rick Durkee, RICP, LUTCF | FOUNDER & RETIREMENT INCOME CERTIFIED PROFESSIONALRick Durkee is an author, radio host, and community leader. His professional purpose is to help others realize their dream ...

5 Helmi 26min

Episode 36 | Brigette Engstrom - Founder and CEO of Blue Monarch Financial Services

Brigette EngstromFounder & CEOBrigette Engstrom has been a licensed insurance professional since 2000 and is the Founder and CEO of Blue Monarch Financial Services. With a focus on retirement income s...

15 Tammi 23min

Episode 35 | Greg Parady - CEO/Founder of Parady Financial Group Inc.

Parady Financial Group is led by Greg Parady, considered by industry peers as the #1 income and annuity professional in the country. Greg is a renowned retirement strategist, author, and speaker, is a...

8 Tammi 25min

Episode 34 | Bruce Hosler – Founder of Hosler Wealth Management

Bruce, the founder and principal of Hosler Wealth Management, with offices in Prescott and Scottsdale, brings over 28 years of experience to the table. He serves pre-retirees, retirees and widows, and...

1 Tammi 26min

Episode 33 | Mike Milligan | One Oak Financial

Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginn...

18 Joulu 202532min

Episode 32 - Coach Pete D'Arruda | Capital Financial

Peter J. D’Arruda, MRFC®, RICP®, is former two-time President of the IARFC (International Association of Registered Financial Consultants), an Investment Advisor, fiduciary, and has been in the financ...

11 Joulu 202526min

Episode 31 - Deborah West | AGAPE Retirement Group, LLC.

Deborah West, President & FounderAs a proud daughter of a U.S. Army Veteran, Deborah West has taken pride in serving the financial needs of clients since 2000. She founded AGAPE Retirement Group, LLC ...

4 Joulu 202524min

Episode 30 | Michael Dehal, Senior Portfolio Manager, Private Client Group

With a calm demeanor and purposeful approach, Michael applies his more than 20 years of industry experience in guiding clients toward meaningful goals. His disciplined investment philosophy and unshak...

27 Marras 202513min