Our executives and advisors share their latest thinking.
Kingswood Advisor Mike Nakanishi delves into his 20-year career, revealing major industry influences, the challenges faced by investors, and his unwavering passion for helping clients succeed in their financial endeavors.
Kingswood Advisor Regina Faison shares her journey and how it drives her to help her clients plan for the seasons of their financial lives.
Kingswood advisor Rikin Patel shares how he incorporates insurance to help clients in a different way than other advisors.
Listen as Matt Nielsen talks about his professional journey, the circumstances that drove him to find a new partner, and how Kingswoods creativity and commitment to his (and others') growth set them apart.
Listen as Jaime Golden discusses the importance of finding the right corporate culture - a place where your voice will be heard - when considering making a move.
Danielle Mariano of Kingswood U.S. and DeFreze Financial Services is part of the next generation of financial advisors stepping up to lead their firms into the future. Hear what it is like to become the succession plan for a firm, and how Kingswood U.S. helps make that possible.
