Gulfside Chats

Join Beth Green, CFP®, and Jared Motzenbecker, CFP®, CMT, CPWA® for Gulfside Chats, a monthly podcast about personal finance, investing, and markets, brought to you by Gulfside Wealth.

The LPL Financial registered representatives may only discuss and/or transact business with residents of the states in which they are registered. No offers may be made or accepted from any resident of any other state.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Gulfside Bank and Gulfside Wealth are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Gulfside Wealth and may also be employees of Gulfside Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Gulfside Bank or Gulfside Wealth. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

Host

Jared Motzenbecker CFP®, CMT, CPWA®

Jared Motzenbecker is a Certified Financial Planner™ practitioner, Chartered Market Technician, and Certified Private Wealth Advisor® professional.

With more than 17 years of experience and extensive knowledge in Financial Planning, Family Dynamics, Estate Optimization, and Investment Portfolio Management, and has been featured as a keynote speaker covering Estate and Retirement Planning, Family Dynamics, and Behavioral Finance.

He studied at the University of Florida, the UGA Terry School of Business, and the Yale School of Management. Jared is a graduate of Leadership Sarasota and is an active Rotarian.

Jared offers a fully personalized concierge Wealth Planning engagement to his clients. His unique approach incorporates proven research in personality type and behavioral finance to guide clients toward more informed, satisfying decisions, achieve better outcomes, and lead more fulfilling lives.

https://www.linkedin.com/in/jaredmotzenbecker/