The Journey to Financial Freedom with MAH Financial (Ep. 1)
The Retire Rich: Tales of Financial Freedom Podcast is out now!
Embark on a journey to financial freedom with Marc Hernandez and Carlos Lopez as they share their personal stories and insights in the financial advisory world.
In this debut episode, Marc and Carlos unveil their paths to becoming financial advisors, the influence of family and past experiences, and their mission to educate and empower clients toward achieving their financial goals.
Marc and Carlos discuss:
- Marc’s Inspiration: How his father’s entrepreneurial spirit and social interactions influenced his career choice
- Carlos’ Unexpected Path: His transition from academia to financial advising after a serendipitous fender bender
- Client Relationships: The importance of building long-term, caring relationships with clients
- Educational Approach: Carlos’ use of his teaching background to simplify financial concepts for clients
- Podcast Goals: Reaching new audiences and sharing financial wisdom through their show
- And more!
Connect with Marc Hernandez:
- LinkedIn: Marc Hernandez
- Marc@MAHFinancial.Biz
- MAH Financial
- (956) 994-0407
Connect with Carlos Lopez:
- LinkedIn: Carlos Lopez
- Carlos@MAHFinancial.Biz
- MAH Financial
- (956) 994-0407
About Your Hosts:
MARC A. HERNANDEZ BBA, RFC, LUTCF®
Marc Hernandez is an investment advisory representative, a registered Financial Consultant, and a life underwriter training council fellow. Marc has been servicing the public in the financial services industry since 1986. Marc has been a credit union member for over 40 years, and he has been the investment advisor at several credit unions for over 20 years. Marc helps credit union members with all types of financial planning, including investment planning, retirement planning, and various forms of insurance.
Equally important is Marc’s affiliation with Simplicity Wealth LLC. They provide access to these products as well as a technology platform that helps him be efficient in day-to-day activities. Most importantly, they also provide a support network of education and experience, which helps sharpen his skills and ultimately benefits our members.
CARLOS O. LOPEZ BA, MA, IAR
Carlos Lopez is an investment advisory representative presently servicing the Rio Grande Valley and beyond with various types of financial planning. These services include investment planning, 401k, TSP, 403(b) and 457 optimization, wealth management and retirement planning.
Podcast: Play in new window | Download | Embed