From Gold Mines To Wealth Management | Jeff Dunn-Bernstein & Vineet Mohan | Advisor Ally Podcast 04
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From Gold Mines To Wealth Management | Jeff Dunn-Bernstein & Vineet Mohan | Advisor Ally Podcast 04
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About this listen
In the latest episode of Advisor Ally, we sat down with Jeff Dunn-Bernstein, Founder and Principal of Paradise Advisor Group and QE Wealth Management.
Jeff’s unconventional journey from international drilling expeditions to launching a client-centric, real estate-savvy RIA offers invaluable insights for financial professionals and entrepreneurs navigating the evolving independent advisory landscape.
If you're an advisor seeking to modernize your practice, or a client looking to work with someone who sees the full picture of your wealth, including your real estate, this conversation is not to be missed.
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