Your Personal Finance Coach - Mark Rothstein
I listened to a friend's money radio show Saturday morning on KQKE 960 (The Quake) in San Francisco. Mark Rothstein who calls himself Your Personal Finance Coach, also was known as Mr. Money in his widely popular radio show a few years back in Los Angeles. How could Mr. Money and Ms. Money not hook up?
Synchronicity brought us together because Mark was interested in buying my domain name Harmoney.com and contacted me without knowing about MsMoney.com. When I bought that domain 7 years ago, I had plans of creating a second website (to MsMoney.com) that would focus on the emotional issues surrounding money that have prevented people from realizing their dreams. My aim was to teach people that their dreams matter and to show them how to harmonize (get it - harMONEY) their financial goals with their life goals in order to achieve peace of mind. Also to learn to face their financial fears and start living the life of their dreams by attracting abundant prosperity.
At first I thought it was too much of a soft and squishy topic for the very practical financial planning website of MsMoney.com. Now I realize that it is an integral component to the process (especially for women) and to leave it out would be a disservice to my community. So now I talk about all of these issues right from www.msmoney.com.
Mark has done a phenomenal job of making Harmoney.com a personal finance site for your everyday needs. He should be launching it soon so be sure to click over and check it out.
His accompanying radio show is now aired in most major California markets and in Vegas. Don't fret if you are somewhere else in the country, he is rolling out to you soon. On some days in the future you might even find me co-hosting the show with him.
What I loved about Mark's show is his enthusiasm about money matters. How many tax experts do you know practically are jumping out of their chair with excitement to share with you the latest tax rules? And are bubbling with joy to help you create the best financial plan possible to maximize your wealth? Mark is not your typical wealth manager.
What is great about Mark is how he makes planning your financial future sound so simple and fun. I find myself listening to his show even though some of the questions and answers are not directly applicable to me. He is as enjoyable to listen to as the Car Talk guys. And trust me, auto maintenance is not high on my todo list - but those men can make anything entertaining.
Mark isn't just one of the most talented wealth managers in the country he is also actively involved in giving back to his community. Just the kind of person I love to be around.
LOS ANGELES -- Mark Rothstein, founder and CEO of a new Web-based personal financial solution and support service called Harmoney Financial(TM), received prestigious honors from the Brandeis-Bardin Institute Thursday night, May 4th, in Los Angeles. Rothstein received the accolades at a special invite-only dinner hosted by the Institute, which is one of Southern California's leading Jewish educational outreach resources, for his more than 20 years of local business and community leadership in the area of personal financial planning.
Rothstein is recognized as one of the nation's top Certified Financial Planners (CFPs) and income tax specialists. He has been actively engaged in personal finance and investment-related businesses for more than 20 years. In addition to directing Harmoney Financial, he is the founder and president of TriStar Financial Services, one of the largest comprehensive wealth management firms in Los Angeles, California, which he has grown through multiple acquisitions/integrations of independent tax planning firms.
A seasoned personal financial planner and strategist, Rothstein also serves as current president of the Certified Financial Planners Association (Los Angeles region) that presides over thousands of CFPs throughout the area, and he is also on the Board of Governors of the National Institute for Estate Planners.


1 Comments:
I love this blog on Harmoney. Maybe you can put a link to Harmoney on your homepage so i can check them out easily when i am on your site. I love the Ms Money and Mr Money karma. Keep up the good works.
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