Transparency With Diana B. Special Guest: Hui-chin Chen, Owner, Pavlov Financial Planning
COVID-19 has upended personal lives, including those of financial advisors, who may serve as an even greater source of support to their clients during this time. In this episode of Transparency, Diana Britton, managing editor of WealthManagement.com, is joined by Hui-chin Chen, a Certified Financial Planner and owner of Pavlov Financial Planning. Hui-chin Chen, found herself in complete lockdown with a 24-hour imposed curfew on the island of St. Lucia, when the pandemic escalated.
In this episode you will learn: - How COVID-19 is affecting citizens that are stranded abroad.
- How Hui-chin is helping her clients plan for emergencies.
- How to get out of panic mode and see a way forward during this time.
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Transparency With Diana B. Special Guest: Kashif "Kash" Ahmed, founder and president of American Private Wealth
In 1990 at the age of 17, Kash and his family found themselves at the center of Iraq’s invasion and annexation of Kuwait by Saddam Hussain’s forces, over oil pricing and production disputes. Hussain led Iraq with an iron first for several decades, and Kash’s family, including his father who was instrumental in building Kuwait’s oil industry, was at the top of his list of people to take hostage. Kash went from riches to refugee in a matter of hours.
In this episode you will learn: - About his six-week journey out of war-torn Kuwait into Pakistan.
- How he learned to embrace these traumatic experiences and be grateful for what he has.
- What led Kash to become a financial advisor, and how he dealt with biases against Muslims.
Transparency With Diana B. Special Guest(s): Robert Castillo and Greg Fields, financial advisors, Gerber Kawasaki Wealth & Investment Management
Robert Castillo came out of the closet to his friends and family when he was 16 years old. But when he first got a job at a financial advisory firm in his 20s, he didn’t feel comfortable coming out to his colleagues. While Greg Fields didn’t come out of the closet himself—he’s straight—his son did at 13 years old. Fields wasn’t surprised by it; he spoke frankly to his son about gender and sexuality from a young age. But when his son came out, it did make him nervous; the first thing that came to his mind was his child’s safety. In this episode of Transparency, WealthManagement.com Managing Editor Diana Britton talks to Robert and Greg, both financial advisors with Gerber Kawasaki Wealth & Investment Management in Santa Monica, Calif., who co-lead the LGBT group at their firm.
In this episode you will learn: - Robert’s story of coming out in the financial industry.
- How Greg educated himself on the LGBT community and what he did to help protect his son from bullying.
- How to be more open-minded about the LGBT community and the financial needs of the community.
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