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Upcoming Events

Check out our latest events for individuals, families, and businesses; we look forward to having you join us.

Irving Hispanic Chamber of Commerce

Irving Hispanic Chamber of Commerce

The Power Hour presents topics relevant to your business and current affairs. These topics include powerful sources of knowledge to empower you with skills needed to manage, grow, and succeed in your business. 

RSVP Here
An Entrepreneur's Journey in Podcasting

An Entrepreneur's Journey in Podcasting

The MSMU MBA Association of Professionals is hosting a panel with Randy Gomez, EA with Amanda Bar to discuss how to start a podcast and turn it into a thriving business.

RSVP Here
Raise the Bar "Facebook Group"

Raise the Bar "Facebook Group"

A handful of the team will be going LIVE on Wednesday Oct 27th at 11am CST to share our upcoming shows, connect with the community and answer any questions.

Join Now

Print

Check out our latest media and press in Print, from magazines to newspapers and online media.  If you have a special feature or interview in print and looking for a financial expert to share, reach out to our team to connect with one of our advisors that would be the best fit. 

Power Couples, Angeleno Magazine

Power Couples, Angeleno Magazine

Featured article in the special issue of "Power Couples", sharing the journey of couples that work, play, and thrive together.

Read Here
The Datebook, Modern Luxury

The Datebook, Modern Luxury

Featured article in the renowned Charity and Social Datebook of Modern Luxury, with high profile contributors to society.

READ HERE
Top 5 Live the Good Life, Modern Luxury

Top 5 Live the Good Life, Modern Luxury

Adam Bar was selected Top 5 of Live the Good Life by Modern Luxury Magazine in 2017.

READ HERE
Modern Men 2016, Angeleno Magazine

Modern Men 2016, Angeleno Magazine

We create strategies that are tailored to your needs and goals.

Read Here
Living Legacies, Angeleno Magazine

Living Legacies, Angeleno Magazine

Featured article in Living Legacies where Adam and Amanda Bar share a few of their favorite charities to give back.

Read Here
Top 5 Live the Good Life, Modern Luxury

Top 5 Live the Good Life, Modern Luxury

Adam Bar was selected Top 5 of Live the Good Life by Modern Luxury Magazine in 2017.

Read Here

Interviews & Podcasts

Listen in to some of our latest interviews on incredible podcasts and Livestreaming shows.  If you'd like to have one of our advisors on your show, please reach out to our team to coordinate, and may you enjoy listening below.

Interview with Catherine Gray

Interview with Catherine Gray

We create strategies that are tailored to your needs and goals.

Listen Here
Interview with Jabari Smith

Interview with Jabari Smith

Years of experience have prepared us to guide you through your life transitions.

Listen Here
Turning the Page with Hemda Mizrahi

Turning the Page with Hemda Mizrahi

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Listen Here

Speaking Engagements

Check out our latest speaking engagements from in-person to virtual.  If you are looking for a speaker at an upcoming event or want to host a series of workshops for your group or organization, please reach out to our team to coordinate.  

An Entrepreneur's Journey in Podcasting

An Entrepreneur's Journey in Podcasting

The MSMU MBA Association of Professionals is hosting a panel with Randy Gomez, EA with Amanda Bar to discuss how to start a podcast and turn it into a thriving business.

RSVP Here
<span>&#191;Como Podemos Ayudarte Con Tu Negocio?</span>

¿Como Podemos Ayudarte Con Tu Negocio?

Desencadena tú Potencial Financiero. Cómo maximizar tus ingresos y generar mayor riqueza.  Free Webinar Hosted by SBDC California and RTB Advisors (8/26/2021)
Connect with Juan Pablo
<span>Optimizando Tu Negocio</span>

Optimizando Tu Negocio

Este webinar va dirigido a empresarios y emprendedores en busca de una ruta clara para operar un negocio financieramente exitoso. (9/2/2021)

Connect with Juan Pablo

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