Webinar: Smart Investing Webinar by Wilsey Asset Management

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Smart Investing Webinar

About

When it comes to investing, education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. Our firm does not get wrapped up in the day-to-day volatility of the stock market. We expect to see those losing days, weeks, months, and even years, but our goal is to focus on building your portfolio for the long term and to educate you through those emotional and volatile periods. It’s your money, and you’ve worked hard to earn it. That’s why we take a common-sense, completely transparent approach to our investment strategies to ensure you have the peace of mind necessary to make the right financial decisions.

Join Brent & Chase Wilsey as they demonstrate our unique investing strategies, what to look for when investing, and how to invest your money the smart & simple way.

Topics:
☑️Demonstrate our unique investing strategies
☑️How to keep your emotions low when investing
☑️How to effectively grow your wealth and prepare for retirement

When

Friday, April 17, 2020 · 3:00 p.m. Pacific Time (US & Canada) (GMT -7:00)

WEBINAR ENDED

Agenda

Brent Wilsey - Investment Essentials
Harrison Johnson, Certified Financial Planner - Financial Planning Essentials
Chase Wilsey, Financial Analyst - Investment Philosophy

Presenters

Brent Wilsey

President

Brent M. Wilsey is a highly regarded investment advisor and a seasoned financial strategist with over 41 years of experience in the finance industry. Wilsey currently owns and operates Wilsey Asset Management, a Registered Investment Advisory Firm with the Securities and Exchange Commission managing hundreds of millions in assets — through which he offers day-to-day investment guidance to both individual investors and corporations.

His firm provides only fee-based services, investing clients’ money, and his own, primarily in equities. Brent’s transparent approach to investing includes educating his clients in which he illustrates how to invest in equities, why (if done properly) it is not as risky as people have been led to believe, and how equities offer the best returns over the long run.

Brent currently serves as a guest commentator on KUSI News and One America News Network, discussing the latest news on the economy, company fundamentals, and investment advice. He is also called upon from such names as Business Week and Barron’s being recognized as 1 of top 400 Independent Financial Advisors in the U.S and featured in Forbes Top Advisors in California for 2020.

In addition, Wilsey penned a weekly article for the San Diego Daily Transcript for 16 years and continues to do so via his firm’s Smart Investing Newsletter, which focuses on the fundamentals of investing.

Brent is known for his call-in Smart Investing Show which airs every Saturday at 9am on FM97.3 The Fan, celebrating 27 years on San Diego radio providing radio show listeners with a fundamental analysis on stocks, mutual funds, and investing tips.

A veteran and an accounting graduate, Wilsey received his MBA degree from National University in 1986. He currently resides in San Diego in the Scripps Ranch area.

Chase Wilsey

Financial Analyst

Chase has established himself as a highly regarded investment analyst in the San Diego area. He currently serves as the Vice-President of Wilsey Asset Management, an SEC, Registered Investment Advisory Firm. Chase plays a key role in building the WAM client portfolios by applying proven fundamental analysis to company research and asset selection.

For over 5 years, he has also co-hosted the Smart Investing Show with Brent and Chase Wilsey. The show has been heard on San Diego airwaves for over 27 years and is now airing on FM 97.3 The Fan, as well as by Podcast. In addition, Chase serves as a regular financial contributor for Fox 5 San Diego, speaking on a variety of financial and economic topics.

Chase is a student-athlete alumnus of Northern Arizona University, graduating Summa Cum Laude with a Finance degree. He also earned his MBA from Mississippi State University.

Giving back to the community is also something Chase is passionate about. He serves on the board of the Toby Wells YMCA and coaches high school football at his alma mater, Poway High School. He currently resides in the Carmel Valley area.

Harrison Johnson

Certified Financial Planner

Before joining Wilsey Asset Management in 2017 as a financial planner, Harrison started his career at MetLife where he worked with seasoned advisors building comprehensive financial plans for clients. He also developed a strong understanding of life insurance during his time at MetLife, specifically how to structure it and to recognize when it is unnecessary.

Harrison’s education and experience allow him to offer unbiased and accurate financial planning services with only the client’s best interest in mind. Harrison has successfully passed the Certified Financial Planning, Series 7, Series 6, Series 63, and Life and Health examinations.

Harrison is a student-athlete alumnus of Northern Arizona University where he double majored in finance and management graduating Summa Cum Laude.