About the Show
Bridging the gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.
About the guest
Innovative, well-versed, entrepreneur and client centric…these are just a few words that I took away from my conversation with Josh Bennett. Josh is a Certified Financial Planner that has a background in serving and helping families implement actionable financial advice. After spending some time at Charles Schwab and other wealth management firms, Josh decided to start his own innovative firm, Vincere Wealth. Focused on tech professionals and business owners, Josh provides extreme value to a niche industry and does so with a leading focus on innovation and value. Today, we talk about where Josh feels the industry is going and what got him to the point he is at today with Vincere Wealth.
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