Orange County, CA - 1031 Exchange Dinner Workshop

33 Santa Barbara Drive,Aliso Viejo CA 92656

13 September, 2022

Description

Speaker Panel will Include:Jeffrey Bangerter - President and Financial Coach, Bangerter Financial Services, Inc. Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement. Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License. We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken. Our goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. Our clients know we have a commitment to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money. Jeffrey has been seen frequently on Sacramento’s ABC and CBS affiliate TV Stations, providing timely financial information in an easy to understand format. Gaston Escudero - Registered Representative, Bangerter Financial Services, Inc. Gaston Escudero III is a Registered Representative at Bangerter Financial Services. Gaston played Division I Baseball at Penn State University, where he received a bachelor’s degree in Interpersonal Communications and a minor in Business. He holds FINRA Series 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law) licenses. Gaston has upwards of 10 years of experience working for various alternative investment, 1031 exchange, mutual fund, and securitized real estate companies. He has a passion for educating his clients in better understanding complicated institutional investment strategies. As a Registered Representative, Gaston enjoys assisting clients to determine their financial objectives and offer solutions that may help them succeed at meeting their financial goals. Outside of his day-to-day business duties, Gaston enjoys golfing, surfing, working out, spending time with family, walking his dog, Rocky, and going to church. Tamara Darling - Senior Regional Vice President - Southwest Sales, Capital Square Want to take a look at all of the upcoming events, Bangerter Financial has to offer? View all Events