Physical fitness, crisply-made beds, chopping with high knees and precise execution are foundational principles that could get you through basic training in the United States Marine Corps. But what could those very tenents also teach anyone, even you, about finance?
Sonoma Wealth Advisor Gaetano Bettinelli joins our house podcast It’s All Money to share his story as a Former Captain in the Marine Corps in Logistics:

How and why he left home in Napa to attend the United States Naval Academy in Annapolis.

Why the reality of what people in the Marine Corps are really like may surprise you.

What his experience at the Leadership Laboratory can teach you about beginning your financial journey.

Why “brilliance in the basics” may be one of the most important financial principles he learned at The Basic School.

How his experience as a Logistics officer influences how he helps his clients today.

We hope you enjoy this look at the unique background of one of our rising advisors at the firm.  Learn more about Gaetano and all of our advisors here on our website: https://sonomawealthadvisors.com/about-us/our-team

Book your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/

Video available on our YouTube Channel: https://youtu.be/F8Th_SNninY

_______________________________________
Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.
The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed.  Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information.  A professional advisor should be consulted before implementing any of the options presented.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

What The Marine Corps Taught Me About Finance