2002, Estate Planning and Portfolio Management

Transcript: Jonathan Clements

The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. I did it in 2000, 2002. And I, I found it to be an absolutely fascinating conversation.

Investing

Investing Investments Management Retirement

Transcript: Tom Rampulla

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was.

Financial Advisor

Financial Advisor Clients Taxes Investing

Financial Advisor Source

Transcript: Jonathan Clements

Transcript: Tom Rampulla

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