Whenever Rodrigo Garcia attends an event hosted by the Society of Hispanic Professional Engineers (SHPE), the organization he helped found nearly 50 years ago, he always finds himself fielding the same three-word question. Are you surprised? Between the throngs of young professionals packing the convention center halls and the well-known speakers and panelists, it’s abundantly […]
Features Region: West
Randall Long – SageView Advisory Group
If you’re a millennial looking to enjoy the same retirement as your grandparents, veteran advisors like Randall Long recommend having a plan in place before the age of 30. Then again, if you’re really ambitious, you can always do what Long did: invest in a mutual fund at 12 years old. “I saw how hard […]
Richard Todd – Innovest Portfolio Solutions
It’s undeniable: Selfishness is a common human trait. This is why Innovest Portfolio Solutions has such stringent standards for its employees—the Denver-based wealth management firm seeks out those its leaders identify as “stewards.” The exemplary team member is a “man or woman for others; they think of themselves last,” says CEO and co-founder Richard Todd. […]
