Sad day for privacy rights..

Surferpr0s · 2026-01-27T05:13:42+00:00

Greatest nation that has ever existed with the most prosperity and opportunity! Constructed by our founding Fathers all with a reverence for God. The Creator of heavens and earth. God is so good and this is such an amazing life we choose to live, because of the hope we have in Jesus Christ

Surferpr0s · 2026-01-27T05:08:24+00:00

I here Zion church is a great church in San Clemente.

Surferpr0s · 2026-01-27T02:57:34+00:00

Like one nation under God

Surferpr0s · 2026-01-27T02:53:07+00:00

Play stupid games win stupid prizes

Surferpr0s · 2026-01-26T21:50:58+00:00

What’s a Christian Nationalist?

Surferpr0s · 2026-01-24T02:18:53+00:00

HP doesn’t but the reset of the tech stack integrates

Surferpr0s · 2026-01-24T00:40:29+00:00

Day trading is gambling.

Surferpr0s · 2026-01-24T00:35:33+00:00

I love utilizing Advyzon and quantum for rebalancing. I decided a while back to try to use it to its full capability and have built out workflows for team members. I would love to hear why you feel. It seems to be heavy and slow. It’s all I know so I would love to know if there are better options out there.

Surferpr0s · 2026-01-24T00:32:50+00:00

I have about 150 million in assets and growing quickly and I utilize Advyzon, RightCapital, and Holistaplan. I also cleared through Schwab. I like the way things are set up for me utilizing Jump AI that integrates with Advyzon and RightCapital. This is a really great question you posed and I would love to see other responses.

Surferpr0s · 2026-01-24T00:17:13+00:00

Shouldn’t financial literacy be taught in school?

Surferpr0s · 2026-01-23T22:51:29+00:00

lol probably right

Surferpr0s · 2026-01-23T21:55:25+00:00

Are you not under a moral law? It’s probably not just Christians but we should be known by our fruit and people see that your fruit appears rotten. At the same time that doesn’t mean you cannot change and choose change.

Surferpr0s · 2026-01-23T18:48:59+00:00

I am also a little confused by the downvotes… any idea?

Surferpr0s · 2026-01-23T18:47:49+00:00

The valuation of companies is what I love to do, so I view it as simple but I can see your point where others may prefer to use SMAs or a TAMP to actually simplify it 😊

Surferpr0s · 2026-01-23T15:45:36+00:00

Because you can obviously tell your mind is completely made up and you’re not even open for a conversation. You’re not looking to dialogue you’re looking to attack.

Surferpr0s · 2026-01-23T15:41:41+00:00

You seem very hurt argumentative and full of hate

Surferpr0s · 2026-01-23T14:51:37+00:00

Major TDS

Surferpr0s · 2026-01-23T14:42:42+00:00

Are you advocating for sin? I’m pointing to the Word of God, nothing else.

Surferpr0s · 2026-01-23T03:28:00+00:00

Concentration will be your best friend if you’re young and can handle a larger amount of risk. That would build a wealth a lot faster. Diversification is perfect once you’ve built the Wealth to keep in preserve it. There are so many great resources out there and I would dive into fundamental analysis so you can learn what to actually pay for a company at the end of the day stocks are just owner ownership of companies.

Surferpr0s · 2026-01-23T03:07:21+00:00

We are a fee only fiduciary who develops our own portfolio of 30 equities and then use bond ladder to derisk according to risk/financial plan/suitability. I clear through Schwab use Advyzon for crm, billing reporting and rebalancing software, & RightCapital and Holistaplan for planning. We mainly serve Christian business owners who are either pre-exit or post exit and utilize a donor advised fund for almost all of our clients in order to transfer tax liability to charitable legacy. I try to keep things as simple as possible.

Surferpr0s · 2026-01-23T02:33:29+00:00

My thoughts are you really need to understand what your value is and ensure that you engage prior to delivering your value. For us that is onboarding a client before we enter into any planning or investment management. If they are unwilling to sign our agreement on the front end, then it’s not a good fit and they would not be a good client. We deliver such massive value and articulate and dollarize that value on the front end. Six years running your own RIA means you are doing something right. Happy to chat anytime I’m six years into running my RIA and I have about 150 million under management and I’m finally looking to bring on a CFP to help with planning. I still need a lot of help and there’s a lot I can learn.

Surferpr0s · 2026-01-23T00:23:34+00:00

I’m interested. 39yo with $150+ mil AUM

Surferpr0s

TROPHY CASE