Wharton Business Radio

Your Money: September 18, 2018

Host Kent Smetters is joined by John Vento (President; Author of “Financial Independence (Getting to Point X)”, Comprehensive Wealth Management, LTD), Eileen Freiburger (Sr. Advisor, Partner, Abacus Wealth Partners), and Laura Mattia (Partner and Managing Director of Sarasota Office; Financial Planning Program Director at Muma College of Business, USF, Stonegate Wealth Management) on the Tuesday, September 18, 2018 edition of Your Money.

Air Date: Tuesday, September 18, 2018 on SiriusXM 132

Hosted By

Eileen Freiburger

Air Time: 6:30 pm
Featuring: Eileen Freiburger

John Vento

Air Time: 5:00 pm
Featuring: John Vento

Laura Mattia

Air Time: 5:30 pm
Featuring: Laura Mattia

Featured Guests

John Vento

President; Author of “Financial Independence (Getting to Point X)”, Comprehensive Wealth Management, LTD

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John J. Vento is a Certified Public Accountant and Certified Financial Planner. He is the President of a NYC-based CPA firm, as well as a Certified Financial Planning firm, Comprehensive Wealth Management, LTD. Mr. Vento has been a registered representative and advisory representative of HD Vest Investment Services and HD Vest Advisory Services since 2001. He has been one of their top producing advisors for over a decade. John is also the author of a new book titled “Financial Independence (Getting to Point X): A Comprehensive Tax-Smart Wealth Management Guide”. The second edition was released by Wiley on August 28, 2018.

 

Twitter- @JohnJVentoCPA

Book- https://www.amazon.com/Financial-Independence-Getting-Point-Comprehensive/dp/1119510341/ref=pd_lpo_sbs_14_t_1/135-2865434-8863407?_encoding=UTF8&psc=1&refRID=8HKN5NCTCGA21PTTYH76
Full Profile

Eileen Freiburger

Sr. Advisor, Partner, Abacus Wealth Partners

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After 14 years of running her own Fee-Only financial advisory company in October of 2015, Eileen Freiburger merged her firm, ESF Financial Planning Group, with Abacus Wealth Partners, and is now an integral part of the team. For over 20 years, Abacus Wealth Partners has provided Fee Only, comprehensive financial advice to help clients expand what’s possible with money. Abacus strives to help clients make the most of their financial resources so they can focus on the things that really matter in life. Abacus provides a roadmap for each client, showing where they are now, where they want to go, and how to get there. In addition to managing investments, Abacus takes a values-based approach to financial planning providing advice that touches every area of a client’s life.

Having spent over 34 years in the financial industry, Eileen brings a unique background to her planning clients.  She began her career with Charles Schwab & Company in the “early days.” During her nine year tenure at the firm she held positions of branch manager and assistant manager while working in Los Angeles, Miami, and NYC.  She also had stints in their internal audit, compliance and training departments.  In addition, Eileen has held positions with City National Bank’s Trust Division and Great Western Financial Services Investment Division as Vice President of Sales Support and Client Services.  Before starting her own Fee-Only firm, Eileen held several security licenses which have since lapsed, including: Series 7, 63, 24,8,3 and a State of California Life and Disability license.

Eileen attended the United States Air Force Academy in Colorado Springs, CO.  She ultimately completed her BA in Interdisciplinary Studies along with a business minor at Cal State University-Dominquez Hills.  After completing her CERTIFIED FINANCIAL PLANNER™ coursework and passing the rigorous two-day CFP® exam in 2001, she established ESF Financial Planning Group.

Eileen is an active member of NAPFA and has served on the Board of Directors for the Los Angeles Financial Planning Association.  Prior to merging her firm with Abacus Wealth Partners, she was the first LA Based member of the Garrett Planning Network, a national network of Fee-Only and Advice-Only Financial Advisors.
Full Profile

Laura Mattia

Partner and Managing Director of Sarasota Office; Financial Planning Program Director at Muma College of Business, USF, Stonegate Wealth Management

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With over thirty years of experience in finance, Dr. Laura Mattia is a partner of Stonegate Wealth Management LLC. where she is the Managing Director of the Sarasota office. She is a fee-only comprehensive financial advisor, a member of NAPFA, and fiduciary advocate. She believes that all financial advisors should be willing to sign an oath committing to work as a fiduciary 100% of the time. Dr. Mattia is also the founder of the Women’s Money Empowerment Network (WoMEN), an educational/research project whose mission is to teach women to become financially engaged so that they can live life on their own terms. A former corporate financial executive, Dr. Mattia also dedicates her career to training the next generation of ethical, educated, and inspired financial planners. She is also the author of the forthcoming book Gender On Wall Street: Uncovering Opportunities For Women In Financial Services which came out June 2018, published by Palgrave Macmillan. Though today Dr. Mattia is a visionary financial advisor, educator, and author, her career journey was a circuitous one. After earning a B.S. in psychology with the intention of pursuing a career as a counselor, she went on to obtain an MBA in accounting and finance, later accepting a position in the corporate world. As she tells it, it was this job that ultimately served as the inspiration for her current area of focus:

I worked for many years as a corporate executive, CFO, and controller. I really wanted to work as a counselor for people. Though I had strayed from that dream, I had the opportunity to informally help a lot of people with their personal financial questions. I found that I really enjoyed it, much more than advising the corporations themselves. So, I went back to school and got my CFP® so I could focus on individuals.

A thought-leader in the field, Dr. Mattia is involved in the financial planning community on many levels. She is the Financial Planning Program Director and a professor of finance at the Muma College of Business, University of South Florida, where she is dedicated to training the next generation of financial advisors to be “competent, ethical, and trained for success.” Additionally, Dr. Mattia started a new scholarship called “Empowering Women in Financial Services,” and also hosts professional seminars and workshops for a variety of financial organizations including the FPA and CPA Associations, among other initiatives. This position of prominence necessitates that Dr. Mattia stay up-to-date on developments in her field. She notes:

This is an incredibly dynamic industry. If professionals don’t stay on top of what’s going on by constantly reading and keeping themselves in the loop, they’re not going to feel as confident or be able to help as many people. I’m a lifelong learner; it’s a part of my identity, and it’s what pushes me everyday. It’s why I got my Ph.D. People are surprised sometimes at how hard I push, but I really believe that’s what it takes to remain relevant in this field.

Full Profile

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