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Time Zone
(GMT-08:00) Pacific Time (US & Canada)
Location
Location
Encinitas, USA
About

After 20 years of working with wealthy families, I've picked up on a few things. Wealth is created in one of three ways: monetizing a business, real estate as an investment, or through inheritance. Most of the wealth created is also lost by the second or third generations.

What are you doing to create wealth and add value? What are you doing to prepare your children for the decisions they'll face?

A non-traditional route through the worlds of finance and philanthropy have provided a unique perspective on guiding families through major decisions. ...See All

Education

Degree in Industrial-Organizational Psychology from Point Loma Nazarene University
Multiple industry specific certifications
Institute of Preparing Heirs
Southern California Institute
Sunbridge Legacy Advisor
Multiple securities licenses
Real Estate Broker license
Life Insurance license

Experience and Distinctions

20 years in the financial world
National Award - Wealth Managers with Heart
Founder - Main Street Philanthropy, 501(c)3
Founder - MyCompanyGives
Founder - Akili Capital
Founder - 303 Advisors
Founder - Mastery Initiative
Five Star Wealth Manager Award

Expert Academy on LiL
0 Completed Sessions
Last Log-in:
Thu Apr 28 2016 at 02:38 pm EST
On Learn It Live Since:
Monday Apr 25, 2016
Learning Intrest
About Ryan Ponsford
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