Presidio Capital Management

03/24/2023

Congratulations to our very own Joe Stella for earning the Certified Exit Planning Advisor (CEPA) designation🙌

This designation is a part of Joe’s ongoing commitment to providing exceptional services to clients and business owners.

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/PRNewswire/ -- Presidio Capital Management is proud to announce that Joe Stella, CFP®, CEPA®, MBA has earned the Certified Exit Planning Advisor (CEPA)...

03/17/2023

What’s going on with Silicon Valley Bank?

Was it because of bad banking? Cronyism? Too much government intervention? Not enough intervention?

Listen to this week’s episode of The Presidio Perspective to learn what you need to know about the Silicon Valley Bank collapse and how it could affect you as an investor or business owner.
Dustin TenBroeck

🔗 https://youtu.be/_YC5C5fVCFE

01/25/2023

“This is the most important time to look different than the S&P 500 as the benchmark.”

Wise words from David Chenet, CFA in the new episode of The Presidio Perspective! Watch and listen now! Dustin TenBroeck

🔗 https://lnkd.in/gjV4fUBp

01/24/2023

NEW EPISODE OUT NOW!!

This week Dustin welcomes Dave Chenet, the new Director of Wealth Management at Presidio Capital as they discuss the changes during their Recession Watch wherein they identify this year be soft landing, hard landing headwinds or tailwinds.

🔗Link https://youtu.be/KhUWLcE6Cxg

01/24/2023

What is the Positive Impact of Russia's Invasion of Ukraine? Dustin TenBroeck

Listen to the new episode of The Presidio Perspective to learn more!🎙️

https://youtu.be/KhUWLcE6Cxg

01/13/2023

How YOU can become a disciplined investor during a bear market! Dustin TenBroeck

Listen to the new episode of The Presidio Perspective to learn more!🎙️

https://youtu.be/ZlnTq_TcHFM

01/10/2023

Ready to kick off the new year feeling prepared for retirement?📚

Register for our spring Retirement 101 courses where you learn about social security, paying off your mortgage, long term care insurance, and more!

🔗Register Now! https://www.cognitoforms.com/PresidioCapitalManagement1/retirement101onlineregistrationformspring2023

01/09/2023

How do you find the perfect mix of assets relative to where you are in your investment timeline?

In the newest episode of The Presidio Perspective, Dustin TenBroeck talks asset allocation, what to expect in 2023, growth vs value, & more!

🔗 https://youtu.be/ZlnTq_TcHFM

12/31/2022

NEW EPISODE OUT NOW!!

This week Dustin welcomes Dave Chenet, the new Director of Wealth Management at Presidio Capital as they discuss the legislative changes of the Secure Act 2.0, being a disciplined investor, and the importance of balance in portfolios.

🔗Link https://www.youtube.com/watch?v=ZlnTq_TcHFM
https://open.spotify.com/episode/1tzw7veMnZM9GIP3lY5xwd

12/08/2022

We’re happy to announce our new Director of Wealth Management, Dave Chenet! Prior to joining the team at Presidio, Dave served as the Chief Investment Officer for a boutique wealth management firm in New York City.

In his role at Presidio, Chenet will play a crucial role in formulating investment strategies, act as a resource to the wealth management team, and deliver exceptional service to clients.

We’re proud to have Dave as the newest member of the Presidio team! Dustin TenBroeck

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/PRNewswire/ -- Presidio Capital Management, one of San Diego's leading wealth management firms, is proud to announce that Dave Chenet, CFA will be joining the...

12/02/2022

Based on the November jobs report, the US labor market still proves to be strong, but what does this mean for investors and the economy overall?

Higher unemployment is necessary to slow inflation, according to Fed chair Jerome Powell.

11/30/2022

One of the most common questions new investors ask is, “What can I do to KEEP my money?”

1) Track Your Spending
2) Prevent the Government From Taking Your Money
3) Avoid Making Bad Investment Decisions

Visit our website to learn more about kicking-starting your financial journey under our Financial Education page!🏦