#73 Lessons from The School of Hard Knocks w/ Sreeni Meka, CFA, CFP, Financial Advisor, Lakeland Wealth Management Services LLC
Description
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Sreeni Meka (https://www.lakelandwealth.com/) is a Financial Advisor at Lakeland Wealth Management Services LLC, a firm that provides comprehensive wealth management and financial advisory services to high-net-worth individuals and institutions. With over 28 years of investment experience, he is passionate about helping clients achieve financial goals and objectives, using analytical skills and domain expertise to optimize investment strategies and portfolios.
In this episode, Brian and Sreeni discuss:
1. Lessons from the School of Hard Knocks
2. Capitalizing on Market Ups and Downs
3. What’s Next in 2024?
4. Starting Your Own Financial Advisory Practice
LinkedIn: https://www.linkedin.com/in/sreeni-meka-cfa-cfp-3573558/
Website: https://www.lakelandwealth.com/
Twitter: https://twitter.com/wallst_wizz
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