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Educator, Consultant, and Podcast Creator

Over 22 years’ experience as an independent Financial Advisor
Investment consulting with an emphasis on portfolio creation and rebalancing and education on capital markets
Managed retirement and brokerage portfolios for small business owners and tech employees, with about $20M of assets under management
Self-employed, I had a Registered Investment Advisory (RIA) licensed in California as well as my Securities Licenses (24, 7, 63, 65, CA Life Insurance License)

LinkedIn | www.touchstonefinancialeducation.com | ecox@touchstonefinancialeducation.com | (650) 302-2575

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I discuss Gold as an asset class. What is it? Why is it up 55% Year-to-Date. How to take advantage of gold in the 4th qtr.

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I discuss Gold as an asset class. What is it? Why is it up 55% Year-to-Date. How to take advantage of gold in the 4th qtr.