All Episodes

January 31, 2020 • 16 mins
On this podcast episode, I had a candid chat with Stefan Saldivia, MS CFP, in Plava Vista, CA to discuss financial planning and life planning/ health and wealth planning. To learn more visit his Instagram at @stefansaldivia or www.instagram.com/stefansaldivia
About Stefan Saldivia
Stefan SALDIVIA focuses on providing the highest quality professional services to clients in Los Angeles. He is a financial advisor specializing in comprehensive financial planning and investment management. Stefan is a Certified Financial Planner (CFP) with a Master's in Financial Planning from Golden Gate University. He has worked for JP Morgan Chase, LPL Financial and Bank of America. Residing in Los Angeles for almost two decades, he has always being guided in areas he is passionate about. He gained experience within the entertainment, fitness and financial industry. He now specializes in financial planning for entrepreneurs, artists, and high-level executives.(FC, 2019)
Mark as Played

Advertise With Us

Popular Podcasts

Bookmarked by Reese's Book Club

Bookmarked by Reese's Book Club

Welcome to Bookmarked by Reese’s Book Club — the podcast where great stories, bold women, and irresistible conversations collide! Hosted by award-winning journalist Danielle Robay, each week new episodes balance thoughtful literary insight with the fervor of buzzy book trends, pop culture and more. Bookmarked brings together celebrities, tastemakers, influencers and authors from Reese's Book Club and beyond to share stories that transcend the page. Pull up a chair. You’re not just listening — you’re part of the conversation.

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.