Hosted by Gregory Wilnau · 🇺🇸 US · EN · 21 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 21 episodes published.
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
In this episode of Financial Planner Search, Francisco Blanco, founder of Stonebrook Wealth Partners, discusses his journey from being a teller at Chase Manhattan Bank to building an independent wealth practice in South
In this episode of Financial Planner Search , Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth , explains why her practice always leads with financial planning before discussing asset management. Based in Gaither
In this episode of Financial Planner Search, Chris Clepp, founder of Building Towards Wealth , shares his journey from entering the insurance industry on September 11, 2001, to managing a specialized wealth practice for
In this episode of Financial Planner Search, Brandon Kennedy, founder and president of Kennedy Financial Group, shares his heart for helping retirees and pre-retirees transition into their next chapter with purpose and c
In this episode of Financial Planner Search, financial advisor Jonathan Bednar discusses the evolution of his practice and the art of building deep, trust-based relationships in a digital-first world. Jonathan shares his
In this episode of Financial Planner Search, Diane Pearson, a Certified Financial Planner, discusses her evolution in the financial industry and her advocacy for the flat-fee planning model. She emphasizes the vital role
In this episode of Financial Planner Search, Joseph Yoon shares his journey through the financial planning industry and his evolution toward a practice centered on individual impact. Joseph discusses his philosophy of bu
In this episode of Financial Planner Search, Josh Strange, a Certified Financial Planner, discusses his firm’s specialized focus on helping government employees, retirees, and contractors navigate the complexities of the
In this episode of Financial Planner Search, Matthew Benson, owner of Sonmore Financial, joins us to discuss his unique approach to wealth management and the value of a localized, boutique experience. Matt shares insight
In this episode of Financial Planner Search, Lyle and Andrew Rosman of OnePoint BFG East Bay discuss their client-centric approach to comprehensive financial planning. They emphasize the importance of building a true par
In this episode of Financial Planner Search, Travis and Liana Poodiack of Birch Financial Group share their unique perspective as a mother-son financial advisor team. They dive deep into their client-centric approach, em
In this episode of Financial Planner Search, Allen Harris, owner of Berkshire Money Management, discusses the vital role of empathy and psychology in wealth management. Allen shares insights on how boutique firms offer u
In this episode, William Pitney, founder of Focus You, shares his deeply personal journey from tragedy to becoming a financial professional who prioritizes the human element of wealth. William discusses his philosophy of
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Financial Planner Search is hosted by Gregory Wilnau. The show is categorised under business (investing) and has published 21 episodes.
Financial Planner Search has published 21 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 32 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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