Del Carlo Financial
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I work with both businesses and individuals to create financial strategies that will set them up for Sierra Ridge Wealth Management is not an affiliate of NEXT.
Do you own an investment property that you are looking to sell, but are worried about capital gains and not wanting to 1031 into another property? Give me a call, I have a solution!
559-420-0288
[email protected]
10/14/2022
I had the most incredible time at the ENGAGE2022 event for Financial Advisors. A tremendous event with so many smart people. I came out of this event better equipped to service my clients by gaining knowledge, tools, and resources. It was great to see my colleagues at Sierra Ridge Wealth Management in person and network with other Advisors and wholesalers. And what an incredible honor it was to meet a couple titans in our industry, Mitch Goldberg and Bobby Bird, who are now with the Sierra Ridge team on the East Coast. Thank you to Atria Wealth Solutions for putting on this phenomenal event, from bringing in Kevin O’Leary to renting out Hollywood Studios. What a great experience!
Sierra Ridge Wealth Management
Atria Wealth Solutions
NEXT Financial Group
ClientFirst Strategy, Inc.
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Clovis, CA
93619
