1089. A Wealth Advisor Who Believes Life Should Be Lived by Design
“About a year after I graduated with an MBA, I joined Morgan Stanley and went into their Financial Advisor Training System. When you are first starting out, you are trying to do a combination of learning everything you have to learn, building your own confidence, and you have to work in the operational side and the client development side of the business. That was a little different than what I was expecting, but it was fun. I was at Morgan Stanley for about two years, but I knew I wanted to go independent, which is a different type of advisory. I became an independent advisor with a large firm, and then I joined a team of about 30 independent advisors as well. That was great because you get more independence when you work for a firm that’s also independent. Through time, I realized that the specific niche that I wanted to focus on is the alternative investment space, specifically 1031 Exchange, Syndicated Real Estate. My business partner and I offer financial solutions to individuals who own multiple pieces of real estate but are tired of managing it and dealing with the headache that comes with that. They are looking for the next chapter of their life, to have the freedom to really live with design– to travel, to spend time with their grandkids, or whatever they want to do with the rest of their lives. We help them to a 1031 Exchange, which is a process of selling real estate and buying other real estate and, when done correctly, getting to defer the tax on profits.”
Ken Kladouris is an esteemed wealth advisor and author of “Get There! Chart Your Course to Financial Abundance and Live the Life You Desire.” He believes life should be lived, by design. Charting his own course in the wealth management industry, he earned the respect of his peers and the trust of his clientele. Most recently, he developed an online course entitled “Stillness to Success” which provides a valuable resource for individuals who are ready to create real change in their lives.
On His Bookshelf
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Careers: Author, Financial Advisor, Wealth Advisor
Topics: Meditation, Wealth Management