Wharton Business Radio

Your Money: May 1, 2018

Host Kent Smetters is joined by Deborah Meyer (CEO, WorthyNest LLC), Ara Oghoorian CFA, CFP, CPA (President & Founder, ACap Asset Management), and Christopher Van Slyke (Partner, Founder, WorthPointe) on the Tuesday, May 1, 2018 edition of Your Money.

Air Date: Tuesday, May 1, 2018 on SiriusXM 132

Hosted By

Your Money: May 1, 2018 17:00

Air Time: 5:00 pm
Featuring: Christopher Van Slyke

Your Money: May 1, 2018 17:20

Air Time: 5:20 pm
Featuring: Ara Oghoorian CFA, CFP, CPA

Your Money: May 1, 2018 18:20

Air Time: 6:20 pm
Featuring: Deborah Meyer

Featured Guests

Deborah Meyer

CEO, WorthyNest LLC

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Deborah Meyer, CPA/PFS, CFP®, is a fee-only financial planner and investment advisor based in Missouri. As the owner of WorthyNest®, Deb helps conscientious parents nationally navigate the financial complexities of their lives and build wealth. Deb is a regular contributor to Kiplinger and a proud member of the AICPA, NAPFA, XY Planning Network, and Fee-Only Network.

Deb graduated summa cum laude from Saint Louis University and began her career in public accounting at big 4 firm Deloitte. She assisted small business owners and families with tax compliance and consulting needs. Thereafter, Deb provided investment management, wealth planning, and family leadership services to affluent families for seven years at Matter Family Office.

Deb will be releasing an online course in 2018 on college saving strategies and is in the process of writing her first book. Outside of the office, you may find her reading, singing, or spending quality time with her husband and three young sons.

Twitter – @worthynest1
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Ara Oghoorian CFA, CFP, CPA

President & Founder, ACap Asset Management

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Ara founded ACap Asset Management in 2009 and has over 26 years of experience in the financial services industry. He began his career at Wells Fargo Bank in Huntington Beach when he was only 18 years old. During his nine years at the Federal Reserve Bank of San Francisco, Ara traveled extensively examining domestic and foreign banks as well as bank holding companies. In his two years contracting with the U.S. Department of the Treasury as an advisor to the Ministry of Finance and Economy in the Republic of Armenia, Ara simultaneously conducted work in the Republic of Georgia and the Republic of Latvia creating audit systems and procedures. It has always been his dream to start a business, so after a time at a Washington DC area wealth management firm, Ara moved back to Los Angeles to start ACap Asset Management, now considered a premier wealth management and accountancy firm.

Twitter – @acapam
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Christopher Van Slyke

Partner, Founder, WorthPointe

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Christopher P. Van Slyke has been active in the financial communities of San Diego, California & Austin, Texas since 1992, when he began his career in financial services at Trust Company of the West (TCW) in Los Angeles. Since 1996, he has been an independent wealth manager and entrepreneur. He is a past member of the board of directors of The Financial Planning Association (FPA) of Austin, San Diego and Los Angeles, as well as the western region board of directors for the National Association of Personal Financial Advisors, and he currently serves as an incoming board member for the Austin Financial Planning Association.

A CERTIFIED FINANCIAL PLANNER™ professional, Christopher also holds a BA in finance from the University of Texas at Austin and an MBA from the University of Southern California.

Christopher has been quoted or published in The Wall Street Journal, San Diego Union Tribune, Financial Planning, Smart Money, Financial Advisor, Boomer Market Advisor, MSN Money, Wealth and Retirement Planner, thestreet.com, Bloomberg Wealth Manager, Del Mar Times, Money Magazine, and MorningstarAdvisor.com.

An avid golfer, Christopher enjoys playing at Morgan Run in Rancho Santa Fe and Barton Creek Club in Austin. He also enjoys dancing with his wife, a professional ballroom dancer, and attending college football games.

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