Financial Advisor's Workshop with Brian Kasal #90 From Planner to Partner: The Road to Firm Ownership w/ Dan Lash, Partner & Financial Advisor, VLP Financial Advisors
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With over 25 years in the financial industry, Dan Lash (https://www.vlpfa.com/) specializes in wealth accumulation, distribution, retirement, and tax planning. He works with individuals and families to help them create and pursue their financial goals. Dan is a Partner & Financial Advisor at VLP Financial Advisors, an independent wealth services firm offering a full spectrum of financial services.
In this episode, Brian and Dan discuss:
1. The Power of Unified Investment Strategies
2. Focusing on What You Can Control in Financial Planning
3. Balancing Risk and Reality
4. The Importance of Diversification
LinkedIn: https://www.linkedin.com/in/daniel-p-lash-cfp%C2%AE-aif%C2%AE-19a9ba8/
Website: https://www.vlpfa.com/
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