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Your Mindset is Everything

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Manage episode 475859891 series 3504649
Content provided by Paul Blanco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Blanco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest Bio – Zachary Wojtowicz, Financial Planner | Investment Advisor Representative

As a Quinnipiac University Finance Major, Zack has always been intrigued by how people interact with money and financial markets. Financial services has provided Zack with the ideal platform to help individuals and families better understand their relationship with personal finances. He works in a fiduciary capacity with goal-based, client-centric planning as the focus.

Every client’s story is unique and intimate. With that, Zack believes the only solution is a personalized plan that is tailored to the individual’s needs, wants, and values. Zack places education at the root of his planning practice, believing that “There is no such thing as a bad investment. Investments are simply tools that need to be understood at a fundamental level and used properly”. Zack’s goal is to cultivate strong, long-lasting, collaborative relationships with his clients. He says, “If I had to identify one common theme for those who seek out my guidance, it is that they have come to a realization that they are done sacrificing today for some imaginary tomorrow.”

In 2022, Zach acquired his CFP® Designation after also becoming a Chartered Financial Consultant, (ChFC®) through The American College.

In his free time, Zack enjoys golfing, running, and long hikes with his dog, Bentley. He and his wife Tiffany live in Easton, CT with their son, Colton, and daughter, Isla.

Podcast Episode Description: Your Mindset is Everything

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202803-8458186

  continue reading

92 episodes

Artwork
iconShare
 
Manage episode 475859891 series 3504649
Content provided by Paul Blanco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Blanco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest Bio – Zachary Wojtowicz, Financial Planner | Investment Advisor Representative

As a Quinnipiac University Finance Major, Zack has always been intrigued by how people interact with money and financial markets. Financial services has provided Zack with the ideal platform to help individuals and families better understand their relationship with personal finances. He works in a fiduciary capacity with goal-based, client-centric planning as the focus.

Every client’s story is unique and intimate. With that, Zack believes the only solution is a personalized plan that is tailored to the individual’s needs, wants, and values. Zack places education at the root of his planning practice, believing that “There is no such thing as a bad investment. Investments are simply tools that need to be understood at a fundamental level and used properly”. Zack’s goal is to cultivate strong, long-lasting, collaborative relationships with his clients. He says, “If I had to identify one common theme for those who seek out my guidance, it is that they have come to a realization that they are done sacrificing today for some imaginary tomorrow.”

In 2022, Zach acquired his CFP® Designation after also becoming a Chartered Financial Consultant, (ChFC®) through The American College.

In his free time, Zack enjoys golfing, running, and long hikes with his dog, Bentley. He and his wife Tiffany live in Easton, CT with their son, Colton, and daughter, Isla.

Podcast Episode Description: Your Mindset is Everything

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202803-8458186

  continue reading

92 episodes

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