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Ep#231 – Investment Wholesaling, Financial Planning, and the CFA Exams With Tony Matheson

  1. Ep#231 - Investment Wholesaling, Financial Planning, and the CFA Exams With Tony Matheson Grant Bledsoe 1:05:19

Tony Matheson joins us on the show this week.  Tony worked as a wholesaler in the investment industry for 20 years before departing to launch a financial advisory firm, Slalom Wealth.  Wholesaling is a sector of the industry we haven’t discussed much on the podcast to date, and Tony joins us to share the inside scoop.  We cover how wholesalers work with and influence financial advisory offices, what his path to starting a financial advisory office has been like, and what it’s really like to study and sit for the CFA exams.

 

Resources

Connect with Tony:

Website – slalomwealth.com/

LinkedIn – linkedin.com/in/tony-matheson/

cfainstitute.org/en/

XY Planning Network – xyplanningnetwork.com/

Grant Bledsoe Financial Planner to Business Owners

I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.

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