Daniel R. Catone’s forward-thinking business mind and entrepreneurial spirit speaks to the new breed of investors and focuses on the changing face of the wealth industry. With his diverse background, you’ll be introduced to the transformation of the changing economy and how financial professionals are facing these challenges. Along with him, you will examine the industry with a microscope and find opportunities and learn best practices.
Join me with special guest, Clint Sorenson, for an enlightening discussion about market chaos, transformational tech and spiking interest rates might be setting us up for a once in a generation bull market.
201 E Sandpointe, Suite 460
South Coast Metro, CA 92707
¹As reported in Financial Planning magazine, June 1996-2021, based on total revenue.