Planner Marci Bair and Justin Harrison at Future Proof

Is winter’s coldest stretch getting you down? Do you search an escape from the tough, frigid situations on Wall Avenue? 

Then permit Monetary Planning to move you again to the canine days of summer time and instantly into the guts of Surf Metropolis.

This new 12 months, unwrap a particular take a look at the Future Proof Festival via a sequence of interviews with insiders and newsmakers performed by the Monetary Planning editorial staff.

On this clip, monetary advisor Marci Bair of San Diego-based Bair Financial Planning and her son, Orange, California-based actual property funding agency Futures Financial senior account govt Justin Harrison, informed FP Chief Correspondent Tobias Salinger what led him to observe his mom into the monetary world. 

The 2 former athletes additionally shared their ideas on the connections between sports activities and finance. Every of them works alongside different former athletes tying the teachings they realized via sports activities into careers within the monetary world, which is a trait their companies share in widespread with different retired gamers reminiscent of Luke Harangody of GeoWealth and Wale Ogunleye of UBS International Wealth Administration

Take a look at the total interview under.

Future Proof, an occasion billed as the primary wealth pageant, attracted greater than 2,200 folks to Huntington Seashore, California, earlier this 12 months. Monetary Planning was a sponsor of the occasion. Dates for Future Proof 2023 have already been introduced. The occasion is slated to return to the seashore Sept. 10-13, 2023.