Vanessa

#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez – Go Health Pro

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#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez – Go Health Pro

Welcome everyone! Welcome to the 434th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Vanessa N. Martinez. Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core’ ultra-high-net-worth families. What’s unique … Read more

Vanessa Mula’s Dedication to the North County Food Bank – Go Health Pro

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Vanessa Mula’s Dedication to the North County Food Bank – Go Health Pro

At Inszone Insurance Services, we appreciate employees who actively give back to their communities. Vanessa Mula, a producer in our Commercial Lines department, recently exemplified this spirit through our Charitable Time Off (CTO) program by volunteering at the North County Food Bank in San Diego County. The Food Bank’s mission is to supply nutritious food … Read more