In an era of economic uncertainty, wealth preservation strategies are essential for safeguarding assets and ensuring long-term financial security. Featured.com brings you a curated directory of elite wealth preservation experts, each with a proven track record of protecting and growing wealth for high-net-worth individuals and businesses. These seasoned professionals, frequently quoted in leading financial publications, offer invaluable insights on topics ranging from tax optimization and estate planning to risk management and alternative investments. For publishers and journalists, our directory provides instant access to authoritative sources for in-depth articles and timely commentary on wealth preservation trends. Wealth management professionals can leverage this platform to showcase their expertise and connect with top-tier media outlets, enhancing their visibility in the industry. Discover our network of wealth preservation specialists and take the first step towards securing your financial legacy or enriching your content with expert insights.
Showing 20 of 475 experts
Wealth Management Advisor at Cetera Investors
Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.
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Retirement Income Strategist at Self Directed Retirement Plans LLC
I'm passionate about helping families build generational wealth through strategic retirement planning. As a retirement income strategist, I specialize in self-directed retirement solutions that give people more control over their financial future. My approach is pretty straightforward - I believe everyone deserves access to the financial strategies that the wealthy have been using for generations. I focus on showing clients how to leverage their existing assets, whether that's an old 401(k), home equity, or other resources, to create multiple streams of retirement income. What really drives me is seeing families break free from traditional financial limitations. I love educating people about options they didn't even know existed, like self-directed 401(k)s and velocity banking strategies. It's amazing to watch someone's eyes light up when they realize they have more control over their financial destiny than they thought. I take pride in sitting on the same side of the table as my clients - their success is my success. Whether we're mapping out a debt elimination strategy or creating a retirement income plan, my goal is to empower people with the knowledge and tools they need to build lasting wealth.
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CEO at WealthArch Investment Services
Earl Yaokasin, CFA, is an investment manager who runs WealthArch Investment Services in Pasadena, CA. He is a fiduciary with over twenty years of experience, and whose entire personal portfolio is managed by the firm in the same investments as the company’s clients. His firm focuses on value investing, similar to Warren Buffet’s successful approach, and disciplined strategies designed to create growth with downside protection, enabling clients to move steadily towards their life goals and aspirations with confidence.
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Private Wealth Manager at Polley Wealth Management
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Retirement Lifestyle Planner at KJ Financial
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President at Locker Wealth Management, Inc.
Private Wealth Advisor at Grow Think Investment Management
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Financial Adviser at Fintegrity
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Founder at Ironton Capital
Lon Welsh, founder of Ironton Capital, brings over two decades of experience in real estate and consulting. Previously a strategic consultant with Deloitte and Arthur Andersen (Accenture), he went on to build Your Castle Real Estate, managing over 700 Realtors and $2.5 billion in transactions in 2022 alone. At Ironton Capital, his mission is to provide busy professionals with passive, diversified real estate investments to help them grow their wealth and secure a stable financial future. With a focus on high-quality, investment-grade properties, Ironton Capital allows accredited investors to build wealth without the time commitment of managing their own rentals. Lon’s extensive experience, from authoring multiple real estate books to helping create numerous millionaires, drives the firm’s commitment to making a meaningful impact in both investors' lives and communities.
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Director at Wharton Wealth Planning
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Partner, Wealth Manager at Kingsview Partner
Harold Wenger, Jr. a seasoned financial expert & a partner at Kingsview Partners has over four decades of experience in wealth management. Harold's holistic approach goes beyond traditional investments strategies which integrates elements like liability management, insurance and access to lenders that ultimately helps his clients reduce terms on liabilities and ensure that they achieve their desired financial goals. He also makes full use of the strengths of risk assessments and behavioral finance studies which provides his clients enough margin to easily sustain any unforeseen future challenges. Harold works closely with his clients to get to know their unique circumstances which helps him understand the importance of long term planning and actively assist those who wish to have a comprehensive and strategic approach towards their financial future. His unique approach & unmatched expertise in the world of financial management allows him to assist his clients achieve their financial goals while mitigating their risk exposure and securing sustainable financial futures.
Founder / Managing Partner / Co-CEO at Dragon Horse Agency
I’m P. Blake Renda—entrepreneur, investor, and co-CEO of Veedor Holdings LLC based in Naples, FL, with a satellite office in Santa Monica, CA. Veedor Holdings LLC, in addition to making strategic investments, owns and operates Dragon Horse Agency, Dragon Horse Publishing, and Moxie Creed. My professional journey began while attending the University of Southern Calfornia as an intern at NBC Studios, which led to a full-time position upon graduating. I then pivoted to law and then finance which ultimately lead me to Wall Street in 1996, where I was part of small team in Palo Alto, CA managing over $20 billion in technology-sector assets at J. & W. Seligman & Co. and in 2000 I earned recognition as one of Institutional Investor Magazine’s “Best of the Buy Side.” In 2006, I joined the New Dimensions Growth Team of American Express Asset Management in La Jolla, CA, as the T/M/T manager across six growth funds with $40 billion plus in AUM. In 2004, I was nominated for Institutional Investor Magazine's "Best of the Buy Side." Those years instilled in me the importance of rigorously vetting opportunities and leading with foresight—skills that I have consistently applied to every entrepreneurial venture. From 2011 to 2015, I helped transform a boutique Florida skincare startup into a nationally recognized, multi-award-winning brand, culminating in its public listing via SPAC. I exited that company and launched Veedor Holdings LLC with my Co-Founder, Julie Koester. Today, we own and operate Dragon Horse Agency, a multi-award-winning, bi-coastal agency serving global clients known for delivering business strategy and marketing under one roof. We also own Dragon Horse Publishing, an award-winning publishing company, and Moxie Creed, a wellness lifestyle e-commerce company. Beyond the accolades, successes, challenges, and failures, I live with a deep belief in resilience, mentorship, and shared success. I’m a proud father, a former youth volleyball coach, and a passionate advocate of Ubuntu—"I am because we are." Whether scaling startups, navigating global markets, or building culture, I bring the same competitive spirit and collaborative ethos to every endeavor. Success isn't about accolades—it’s about legacy, community, and the courage to keep moving forward. As Winston Churchill said, “Success is not final; failure is not fatal; it is the courage to continue that counts.”
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Founder at Real Estate Holding Company
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President & High Net Worth Advisor at Asset Preservation Wealth & Tax
Founder/CEO and Wealth Advisor at Wealth Solutions 360
President / CEO at Liberty Financing LLC
Sales and tech strategist driven to the front lines of the fintech evolution within the mortgage lending industry. Ambitiously working to create new opportunities, simplify processes, and pioneer modern solutions. Over 15 years of experience in the financial industry as an executive, strategist, consultant, trainer and team developer. •Founder of Liberty Financing LLC Previously: •Chief Strategy Officer at American Financing Corporation •Investment Advisor at Charles Schwab Knowledge and in depth experience ranges across technology innovation and integration (API, AI, Web design, SEO, SaaS), marketing, mortgage lending, business development, sales training, project management, data analysis and financial analysis. I’m passionate about providing the absolute best experience for our customers and the most rewarding career opportunities for our hard working high quality team members Current NMLS MLO State Licenses. Previously held FINRA Series 7 & Series 66 Licenses, Life and Health Insurance License, and Accredited Asset Management Specialist designation from the College of Financial Planning.
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President at Croak Capital
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Tax Free Retirement Income Strategist at Self Directed Retirement Plans LLC
Founder at Crypto Recovery Services
I specialize in cybersecurity and digital asset recovery, helping individuals and organizations regain control of compromised resources. With expertise in forensic techniques, blockchain analysis, and fraud prevention, I tackle even the most complex cyber threats. As a business owner, I know how important it is to protect your assets. That’s why I founded Crypto Recovers—to help you reclaim stolen or inaccessible digital assets. With a global reach and ethical standards, we offer more than recovery services. We also provide guidance on securing your accounts to prevent future attacks.
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Financial Strategist at Achieve Transcend Lead
Austin Talbert Loving is a seasoned USMC Officer and a dynamic entrepreneur specializing in financial literacy and leadership development. As Officer in Charge of Quantico’s Finance Pay Section, he applies military precision to ensure financial excellence. Co-founder of The Visionary Wealth Movement (VWM Finance), Austin brings a unique approach to wealth-building, empowering individuals and business owners to secure financial freedom. His multimedia venture, TDN Vision LLC, serves as a creative outlet, capturing powerful stories that resonate. Austin is dedicated to enhancing financial literacy and leadership in today’s professionals, helping them thrive in a rapidly evolving market. Whether through seminars, multimedia projects, or leadership workshops, Austin inspires others to unlock their potential. Connect with Austin to explore collaborations and insights on wealth, leadership, and success.
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Showing 20 of 475 experts
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Featured.com offers a comprehensive directory of wealth preservation experts, including financial advisors, estate planners, and tax specialists. Our platform allows you to easily search for and connect with professionals who have extensive experience in areas such as asset protection, estate planning, and long-term financial strategies. You can quickly find relevant experts to provide authoritative quotes and insights for your wealth preservation articles.
Publishers on Featured.com regularly seek wealth preservation experts for their content, reflecting the growing interest in financial security and long-term asset management. The frequency of requests can vary based on market trends, economic conditions, and current events affecting personal finance. However, wealth preservation remains a consistently relevant topic, with publishers often needing expert insights on strategies to protect and grow wealth in changing economic landscapes. Being readily available on our platform increases your chances of being featured in timely, high-profile publications.
Experts on Featured.com specialize in a wide range of wealth preservation topics, including asset protection strategies, trust formation, tax-efficient investment planning, risk management, and estate planning. You'll find professionals who can discuss strategies for preserving generational wealth, minimizing tax liabilities, protecting assets from legal claims, and optimizing retirement savings. Whether you need insights on international wealth preservation or domestic financial strategies, our directory includes experts with diverse specializations.
Being listed on Featured.com can significantly enhance your professional visibility and credibility in the wealth preservation field. Our platform connects you with top-tier publishers and media outlets seeking expert insights for their articles and reports. This exposure can lead to valuable media mentions, establishing you as a thought leader in wealth preservation. Additionally, it provides opportunities to showcase your expertise to a broader audience, potentially attracting new clients and opening doors for speaking engagements or collaborative projects.
Join our network of professionals and connect with journalists and publishers looking for your expertise.