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.
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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.
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