Speakers Adam Jacobs, CRPC, and Sal Guzman from North Star Resource Group are financial advisors who specialize in working with busy professionals, with strategies designed to help them keep more of what they earn, simplify their financial lives, and build long term confidence.
We’ll cover:
- Investing in 2026
- Simple vs over-complicated portfolios
- Automation strategies
- Mistakes: Chasing returns, sitting in cash
- Designing a customized strategy
Thursday Jun 11, 2026
12:00 PM - 12:30 PM PDT
June 11th 2026 at 12pm
Zoom
Free
Printed courtesy of sdbusinesschamber.com/ – Contact the North San Diego Business Chamber for more information.
10875 Rancho Bernardo Road Suite 104, San Diego, CA 92127 – (858) 487-1767 – admin@sdbusinesschamber.com