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August 23, 2022
24 min listen
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Financial Pearls for the Eye Care Professional 2022

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In this episode, Jose O. Segura, wealth management advisor and certified business exit planner, discusses establishing objectives within financial planning and organization, how to diversify your portfolio in ever-changing markets and more.

  • Intro :38
  • Welcome to another episode of Eye Care insider :52
  • About Jose Segura 1:03
  • For people that are listening for the first time, do you mind giving a brief of your background? 1:32
  • What are, in your opinion, some best practices in regard to financial planning? 2:58
  • Process for financial organization and seeking out advisors. 10:09
  • Can you talk about the importance of portfolio diversification? 12:07
  • Importance of maintaining your overall focus on financial planning and strategies when markets are effected. 16:56
  • Could you give us one pearl for our listeners, or one key economic update that you think would be really important to the current economic situation right now? 18:49
  • Thank you Jose 23:09
  • Any final words to our listeners? 23:11
  • Outro 23:35

Jose O. Segura, is a wealth management advisor and certified business exit planner.

We’d love to hear from you! Send your comments/questions to Dr. Mali at eyecareinsider@healio.com. Follow us on Twitter @Healio_OSN. For more information about Segura, visit www.joseosegura.com, reach him by email at jose_segura@wagllc.com, or call 518-867-3210 x104.

Sources/Disclosures

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Disclosures: Mali reports he is founder and CEO of Mali Enterprises; retina medical director at Macular Degeneration Association; grant/research support from Alimera Sciences, Allergan/AbbVie, Chengdu Kanghong Biotechnology, Genentech, Notal Vision, Regeneron and Santen; consulting for Alimera Sciences, Allergan/AbbVie, Eyepoint Pharmaceuticals, Genentech, Kala Pharmaceuticals, Macular Degeneration Association, Notal Vision, Novartis, Regeneron and Sun Pharmaceuticals; speaker bureau for Alimera Sciences, Genentech, Kala Pharmaceuticals, Macular Degeneration Association, Notal Vision, Novartis and Sun Pharmaceuticals; and stock/shareholder with AbbVie and Regeneron. Segura reports he is a registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 355 Lexington Avenue, 9 Fl., New York, NY 10017, 212-541-8800.