Rx WEALTH

Financial Foundations

Marysol Uribe; Pablo Moreno Episode 31

Send us a text

🎙️ Tune in to gain insights into:

Building a solid financial foundation
Mastering the art of wealth creation

Practical steps to take control of your financial future
Whether you're an aspiring entrepreneur, a seasoned professional, or simply someone eager to enhance their financial well-being, this conversation is packed with actionable wisdom and inspiration. Prepare to shift your perspective on wealth and success!
-
About the Guest: Pablo Moreno
Pablo Moreno has been in the financial industry since 2019. He is a franchise owner of TFA Insurance Advisors, which is headquartered in Chino Hills, CA. Pablo's passion for educating and empowering families comes from his personal experience of helping others avoid poor financial planning after what he went through from the loss of his father at 14. As a TOP producing agent to a broker/owner at a young age. Pablo's personal mantra, “Be the change you want to see in the world” has helped him accumulate close to 300 personal clients and build his team of 20+ insurance agents in just 2 full years in the business. What sets Pablo apart from other financial representatives is his needs based planning programs and personal experience that he went through in 7 years of probate. He does not believe in a one size fits all strategy. Pablo knows that designing a course of action varies contextually. He knows that a beginner's family has different needs than a senior citizen in their retirement age. His ability to customize these plans is possible because of his financial skill set developed through great mentorship experience and study. Pablo is a HUGE believer in results based financial strategies and enjoys sharing his knowledge by speaking publicly. In order to spread the word on the ever changing financial industry, he often speaks at events on programs ranging from Social Security, annuities, life insurance, college planning, business strategies, real estate, and much more. 
-

Questions about your next financial strategy? Reach out on WhatsApp Business: 562-900-3200 and start protecting you and your family today!

Support the show

People on this episode