The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 16: Jacob's Journey

MWA Ep. 16: Jacob’s Journey: Built on Integrity and Family Values

In this week’s dialogue on the MedTech Wealth Advisor Podcast, host Matt Nelson, CFP®, AIF®, ECA welcomes Jacob LaRue, CFP®, a pivotal team member whose personal and professional journey offers a unique perspective on the financial…

By Emily Peterson
May 23, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Omar Khateeb for Episode 15: Being Radically Different with MedTech Entrepreneur, Omar Khateeb

MWA Ep. 15: MedTech Entrepreneur, Omar Khateeb

Matt Nelson, CFP® explores the meaningful world of MedTech innovation with Omar Khateeb, a pioneering entrepreneur in the medical device industry. From his beginnings as a medical student to founding a consulting firm that drives digital…

By Emily Peterson
May 9, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Matthew Finley for Episode 14: Investing for Decades Not Days

MWA Ep. 14: Investing for Decades Not Days

Is your portfolio designed for sustained growth without succumbing to market speculation? Join us for a compelling episode of The MedTech Wealth Advisor Podcast! Host, Matt Nelson, CFP® welcomes back Matthew Finley, CFP®. The pair dive…

By Emily Peterson
April 25, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Matthew Finley for Episode 13: Building Roots: A Passion for Legacy with Matthew Finley, CFP®

MWA Ep. 13: A Passion for Legacy with Matthew Finley, CFP®

Matthew Finley, CFP® on how a background in microbiology revolutionize financial advising. Discover the remarkable transformation of Matthew Finley, CFP®, Partner & Senior Financial Advisor at Perspective 6 Group. From an aspiring doctor to a successful…

By Emily Peterson
April 11, 2024

2 Min Read