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Hosted by Gregory Wilnau · 🇺🇸 US · EN · 32 episodes
Established thought leaders with verified media credentials.
Finding a financial advisor is easy. Finding the right one is hard. Most advisors look the same on paper — credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you'd even enjoy working with them. That's what Financial Planner Search is for. Each episode, we sit down with an independent financial advisor for an honest, in-depth conversation. No sales pitch. No jargon. Just a real look at who they are, how they work, and who they're best suited to help. By the end, you'll know what they’re all about. Whether you're approaching retirement and looking for a fiduciary for the first time, thinking about leaving your current advisor, or simply want to make a smarter hiring decision — this show gives you the inside access you need.
Gregory Wilnau hosts Financial Planner Search, a business show with 32 episodes published.
In this episode of Financial Planner Search, Steven Jarvis CPA and founder of Retirement Tax Services makes a case most accountants would find heretical: the most valuable thing a CPA can do is say no. Steven jokes that
In this episode of Financial Planner Search, Steve Ankerstar, founder of Ankerstar Wealth and a retired Air Force fighter pilot, discusses how "getting angry" at the finance industry led him to build a flat-fee, fiduciar
In this episode of Financial Planner Search, Michael Bellody, founder and CEO of Imperia Wealth Management in Braintree, Massachusetts, discusses bringing institutional-level portfolio management to clients who tradition
In this episode of Financial Planner Search, John Browning, founder of Guardian Rock Wealth, discusses his mission to turn "miserable rich people" into "happy rich people." After 28 years on Wall Street including being o
In this episode of Financial Planner Search, Marcel V. Quiroga, founder of TQM Wealth Partners, discusses adding a human element to financial planning and acting as her clients' personal CFO. TQM stands for Total Quality
In this episode of Financial Planner Search, Pat Lonergan, founder of Vital Wealth, serves entrepreneurs taking home over a million dollars a year who are frustrated by their tax bill. Pat runs what he calls a fractional
In this episode of Financial Planner Search, R.J. Kelly, founder of Wealth Legacy Group, discusses his multidisciplinary approach to wealth management, tax mitigation, and legacy planning for accredited investors and bus
In this episode of Financial Planner Search, Brad Mendel of Mendel Money discusses how a second-generation, family-built practice puts financial planning first and lets that plan drive investment decisions. Brad shares h
In this episode of Financial Planner Search, Jeremy Self of Cedarwood Financial Partners discusses his holistic approach to wealth management built around offense, defense, and coach. Jeremy explains how investment consu
In this episode of Financial Planner Search , Steven Rogé, a financial advisor, discusses his firm’s multi-generational approach to comprehensive wealth management. Steven explores how his firm (R.W. Rogé & Company) prov
In this episode of Financial Planner Search, Jason Priebe of Magnetic North Advisors, discusses his comprehensive, all-in-one approach to wealth management, tax, and insurance. Drawing from his unique legal background, J
In this episode of Financial Planner Search , Jason Sherr, founder of Stratefi Wealth Management , explains how his background in architecture at UC Berkeley shaped his unique approach to "designing" financial plans. Jas
In this episode of Financial Planner Search, we sit down with Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpoint Investments. Transitioning from a career in the music industry to wealth management aft
In this episode of Financial Planner Search, we sit down with Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpoint Investments. Transitioning from a career in the music industry to wealth management aft
In this episode of Financial Planner Search, Donald Morgan, lead financial planner and co-owner of Colmena, discusses his holistic approach to wealth management for Main Street business owners. Donald shares his deeply m
In this episode of Financial Planner Search, Malcolm Etheridge, a Certified Financial Planner and Enrolled Agent at Capital Area Planning Groups, discusses his specialized approach to untangling complex executive compens
In this episode of Financial Planner Search, Josh Davis, founder of Davis Private Wealth, explains his client-centric approach to wealth management and strategic tax reduction for high-income business owners. Celebrating
In this episode of Financial Planner Search, Nick Lager, founder of Tactical Wealth Planning, discusses his unique transition from serving as a 911 paramedic and SWAT medic to guiding individuals through major financial
In this episode of Financial Planner Search , David Brooks, founder of Retire Smart , shares his unique journey from a college dropout managing the world's top-performing pizza franchise to becoming a millionaire in his
In this episode of Financial Planner Search, Sal Perez, founder of Totem Wealth Management, shares his journey from a low-income background in Kissimmee, Florida, to building a national wealth management firm. Sal discus
Matt Zeigler
Managing Director and Private Wealth Advisor · Sunpointe Investments
1 appearance on this show
Dr. Josh Davis
psychologist, author, and emotional intelligence expert · Blues Association of Austin
1 appearance on this show
Dr. David Brooks
author, contributor to PBS NewsHour and opinion columnist · The New York Times
1 appearance on this show
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Financial Planner Search is hosted by Gregory Wilnau. The show is categorised under business (investing) and has published 32 episodes.
Financial Planner Search has published 32 episodes.
Financial Planner Search regularly covers business, investing. It sits in the business category, with a investing focus.
Financial Planner Search is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Financial Planner Search hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Financial Planner Search average 33 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Financial Planner Search's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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