Oct 14 2020
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Overcoming Rejection with Arnold Morales

By Lucas Casarez, CFP®

Arnold Morales is the son of two immigrants from Honduras. He started his career with a GED and working at a warehouse where he is wasn’t happy. Looking for more he pursued a community college and took an aptitude test that steered him towards mechanical engineering.  He co-founded his community college’s first Engineering Society. Since then he’s earned a Masters Degree and is currently working for his dream employer, Boeing. It wasn’t a straight shot…

10 questions to ask your financial advisor
May 19 2020
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10 Questions to Ask Your Financial Planner

By Lucas Casarez, CFP®

Meeting with a financial planner for the first time can be a stressful experience. Many times it is the first time that you may be opening up about your finances. The great news is that most financial planners truly enjoy helping people and like most things that we stress out about, it ends up being a significantly better experience than you would expect. Most people work with their financial planners for the rest of their…