Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.
Guest: Ahmed Sourour, CPWA®, AIF®, RCIP® | Wealth Management Advisor | Reddington Sourour Advisory Group
Bio: We make the complex-simple.
We partner with families, executives, and business owners to develop long-term wealth and investment management strategies. We help our clients pursue their wealth management goals through careful advice, astute investment management and access to our firms’ resources. We have the knowledge and experience to help meet our client’s priorities and goals. My personal goal is to become a lifetime resource for each and every client.
We take a comprehensive approach with our clients and develop strategic wealth planning strategies. Personalized attentive service is the professional approach that we extend to all of our clients.
We believe in understanding every client’s individual situation before making any recommendations to them, as well as, keeping our clients abreast of today’s market conditions by informing them of the latest financial and insurance information.
By building long-term relationships and providing personal council, we can develop the strategies that help assure our clients’ financial security.
Specialties: Investment management, Retirement Strategies, Risk management, Business Succession, Estate Planning, Executive Benefit Strategies.
Podcast Episode Description: How Many People Can We Help
Follow Paul on Instagram: @paul.f.blanco
MetLife Disclosure:
PlanSmart is a product of MetLife Consumer Services, Inc. (MCS). MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.
