What would you do if you got a notification from the bank and found out that you had a million dollars? Would you know how to protect it in the best way? What is the first thing you would buy?
Gabriel Sepulveda-Sanchez recently spoke about this topic with Paul Vega, who is a settlement consultant, the founder and President of Vega Settlement Group, and a Series 7 and Series 63 licensed financial advisor located in Los Angeles, California.
Paul brings to the table over 20 years of expertise in the financial industry and another 8 dealing with plaintiff settlements. He specializes in personal injury, wrongful death, medical malpractice, punitive damages, Medicare set-asides, and employment settlements. Using this experience, Paul designs complete financial portfolios to help his clients properly handle their settlement windfalls, managing long-term goals while assessing for risk tolerance.
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