Gil Baumgarten, president of Segment Wealth Management, is a 36-year veteran of the investment industry. In 2010, Gil jumped off the Wall Street brokerage train to start Segment, a fiduciary firm where the interests of the client and the firm could align. He is a multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron’s and is a newly published author, with his first book launching in May titled, FOOLISH: How Investors Get Worked Up and Worked Over by the System.
Connect with Jon Dwoskin:
Twitter: @jdwoskin
Facebook: https://www.facebook.com/jonathan.dwoskin
Instagram: https://www.instagram.com/thejondwoskinexperience/
Website: https://jondwoskin.com/
LinkedIn: https://www.linkedin.com/in/jondwoskin/
Email: jon@jondwoskin.com
Get Jon’s Book: The Think Big Movement: Grow your business big. Very Big!
Connect with Gil Baumgarten:
Website: https://segmentwm.com/
LinkedIn: https://www.linkedin.com/in/gil-baumgarten/
Facebook: https://www.facebook.com/SegmentWealthManagement
*E – explicit language may be used in this podcast.
