Dave Vogel with Realistic Retirement Strategies, Edward Reid and RC Sayyah with The Grand Prince of Moscow

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Rich Casanova (Host), RC Sayyah, Edward Reid, Dave Vogel

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Dave Vogel/Realistic Retirement Strategies
Founder and President

I have been in the Financial Services Business since 1982. I started with EF Hutton in NYC and moved to Atlanta in 1983. I slide over to Lehman Bros Kuhn Loeb which was one of the oldest and largest private investment banking firms of the time. I spent 11 years as a SVP of Investments with Lehman. I got interested in Financial Planning and in 1996 I had an opportunity to become a Branch Manager of Raymond James Financial Services. In 2010 I sold my practice and joined a startup called Redbeacon. The Home Depot bought out the company and I helped launch the platform nationwide.
As successful as Redbeacon was, I missed the financial services business where I was used to helping individuals solve their financial and investment needs. Last year I started my own practice where I focus on Retirement Income Planning and Portfolio Management where implement strategies that minimize downside. My main goal is to make sure my clients dont run out of money in retirement. Last year I affiliated with Tarkenton Financial right here in Atlanta. They are one of the best insurance organizations on the Street today.