In this episode of Behind the Doors, J.P. Dahdah shares his journey into financial planning and why he chose a career focused on helping people achieve financial freedom with flexibility. He discusses the importance of adding value to individuals' financial situations and how his career accolades stem from a genuine focus on the people he serves. J.P. breaks down various types of retirement plans, outlining their pros and cons to help listeners make informed decisions. He delves into the limitations of plans offered by employers and companies, highlighting the need for a more personalized approach. J.P. explains what makes Vantage different from others in the industry and why their services are designed to offer more control and flexibility. From uncovering potential funding sources to offering hands-on support, Vantage prioritizes personalized solutions for each individual.
J.P. Dahdah, Founder and CEO of Vantage Self-Directed Retirement Plans, leads a firm managing over $3.5 billion in assets and serving 17,000+ clients since 2004, specializing in helping individuals invest retirement savings beyond the stock market. With a 25-year financial career, he has earned accolades such as “Entrepreneur of the Year” by the Arizona Hispanic Chamber of Commerce and the Phoenix Business Journal's “Most Admired Leaders” award. A dedicated philanthropist, he founded Advance Guatemala, a nonprofit aiding Guatemalans in need, and serves in leadership roles with the Entrepreneurs’ Organization and Scottsdale Arts Board of Trustees.
Disclaimer:
The information provided in Behind The Doors is for educational and informational purposes only. The hosts, Dan Noma Jr. and Marvin Crues, as well as any guests featured on the show, are not licensed financial advisors, legal professionals, or tax experts. The content of this podcast should not be considered legal, tax, or financial advice. Any real estate investing decisions should be made based on your own research and consultation with qualified professionals. While we strive to provide accurate and up-to-date information, the real estate market is constantly changing, and we make no guarantees as to the accuracy or completeness of the information presented.
The hosts and their affiliated companies, including Easy Street Offers, disclaim all liability for any direct, indirect, incidental, or consequential damages arising from your reliance on the information shared in this podcast. Listeners are encouraged to consult with their own financial, legal, and tax advisors before making any real estate investment decisions. By accessing this podcast, you agree to hold the hosts and their affiliates harmless from any claims or damages that may result from your participation or reliance on the content provided.
