Eric Sams founded E&E Financial Services in his early twenties with a single goal: to create a firm that focuses solely on its clients and serves their financial and investment needs. Eric is a fiduciary rather than a broker, and he details the difference between those two designations. The episode covers cryptocurrency, hedge funds, golf, the importance of setting up a family budget, and enjoying life while still planning for the future.
Visit E&E online at eandefinancial.com/ or call (619) 487-9638 for more information.
The information shared during this episode is intended for informational and educational purposes only. It does not constitute financial advice.
Special thanks to this episode's sponsor, McGriff Insurance Services, and Senior Vice President Mike Lutosky. For over a century, McGriff has focused on building long-term relationships to deliver innovative insurance solutions. From personal to businesses of all sizes, reach out to Mike for all of your insurance needs. Mike can be contacted on his cell at: (619) 925-1731
All sponsorship proceeds benefit the Eric C. Mitchell Scholarship Fund at Albert Einstein Academies, which supports graduates who exemplify the outstanding human qualities that define Mr. Mitchell's legacy.
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