Manage episode 293430596 series 2905641
Something we see almost daily but have never discussed on the podcast is the occurrence of what Jeff Otis calls "accidental wealth". Some clients have attained their financial goals through intentional wealth building and/or a sizeable inheritance, while others stumble upon it as a result of extreme career success. The most ubiquitous example here in the Seattle Area is the "tech worker". From developer to director, talented folks in the tech space tend to hit a level of means they are un-prepared to manage at some point in their working life.
Jeff Otis and Katie Vercio have built their careers in investment advice and financial planning, surrounded by the growth of Amazon, Microsoft, and other rising SaaS companies. How does this investor balance their interest in DIY personal finance with the real benefit of professional guidance? Find the right advisor who regularly works with tech execs, promotes a simple and transparent fee model, and can help clients learn to see around corners.
As always, we hope you enjoy the listen!
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