Category: News Room

Michael Opp, Founder of Opp Financial, Interviewed on the Influential Entrepreneurs Podcast Discussing Purpose vs Performance-Fiduciary Concerns & Purpose Driven Accounts

Phil Faris

Michal Opp discusses understanding the importance of purpose-driven and performance-driven accounts. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-purpose-vs-performance-fiduciary-concerns-purpose-driven-accounts/ Understanding the difference between purpose-driven and performance-driven accounts is essential for effective financial planning. In a podcast episode, Michael Opp stresses the importance of recognizing these distinctions to help individuals reach their financial goals. Purpose-driven accounts are designated for specific obligations such as bills, mortgage payments, insurance, and other essential expenses. These accounts serve a specific purpose and are not intended for growth or high-risk investments. The primary…

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Michael Opp, Founder of Opp Financial, Interviewed on the Influential Entrepreneurs Podcast Discussing Guaranteed Investment Income to meet an RMD Strategy

Phil Faris

Michal Opp discusses the importance of guaranteed investment income in retirement planning.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-guaranteed-investment-income-to-meet-an-rmd-strategy/  In the podcast episode featuring Michael Opp, the founder of Opp Financial, the importance of a comprehensive guaranteed income strategy for retirees was emphasized. Here are key points from the episode highlighting how such a strategy can protect retirees from market volatility and financial crises: RMD Strategy and Guaranteed Income: Retirees must take Required Minimum Distributions (RMDs) from their retirement accounts at a certain age. Market Volatility…

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International Association of Top Professionals Launches Top 50 Fearless Leaders Volume 3

Phil Faris

The International Association of Top Professionals (IAOTP) announces the release of “Top 50 Fearless Leaders Volume 3” on June 5, 2024. This latest volume in the acclaimed series will be available on Kindle, showcasing transformative leadership stories from diverse industries. The book aims to inspire with narratives of resilience, innovation, and success.

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Unlocking the Power of Trust and Legacy Building: “Women Who Trust” Anthology Book Launches with Inspiring Insights and Practical Wisdom

Phil Faris

“WOMEN WHO TRUST. Simple and Practical Ways to Create a Powerful Legacy, Growth and Impact” is an anthology book authored by eleven bold and brilliant female leaders from around the world, is set to launch in May 2024, offering readers a transformative journey filled with practical strategies, inspirational stories, and actionable insights.

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Jaymee Lomax Wins Women of Excellence Advocate of the year Award at the Diversity Professional 7th Annual Award’s Ceremony.

Phil Faris

Jaymee Lomax, the Vice President of Community Development and Engagement at WBEC-West, has been honored with the prestigious Women of Excellence Advocate Award at the Diversity Professional Award’s Ceremony. This accolade recognizes Jaymee’s outstanding efforts in advocating for the inclusion of Women Business Enterprises (WBEs) in procurement opportunities with large corporations, as well as her commitment to community development and empowerment.

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Bob Chitrathorn of Wealth Planning By Bob Chitrathorn of Simplified Wealth Management Recognized as One of LPL Financial’s Top Financial Advisors

Phil Faris

[Corona, Ca] — [May 08, 2024] – Bob Chitrathorn a financial advisor at Wealth Planning by Bob Chitrathorn of Simplified Wealth Management in Corona, today announced that his achievements have been recognized with inclusion in LPL Financial’s  Ascent Club* for 2024. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance. As America’s investing public looks ahead to continued macroeconomic uncertainty and market volatility, it is critical they have an experienced financial partner by their side to help them manage, preserve,…

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Zip Code Famous: Bringing Local Businesses to the Big Screen

Phil Faris

The world of marketing and reaching the right audience is constantly evolving, and small businesses are often left behind when it comes to accessing the latest advertising technologies. However, the recent episode of the Small Biz Virtual Summit podcast has shed light on a game-changing opportunity for local businesses to level the playing field. The podcast featured an insightful conversation with Frank Felker, a marketing expert who specializes in a unique advertising approach called “Zip Code Famous.” Felker shared his wealth of knowledge about the power of Connected TV (CTV)…

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