No shortcuts. Brad Gotto runs a complete estate planning seminar live, from the opening through the close. Watch the scripting, positioning, transitions, and appointment strategy play out exactly as an attendee would experience it.
Founder of Fiat Wealth Management and the Fiat Family Foundation, Brad Gotto is a financial educator, speaker, and author of Spending Money and Having Fun. A former youth pastor turned advisor, Brad helps families align their money with their values—creating plans that build purpose, not just portfolios.
At Fiat we specialize in the grey areas of Financial Planning. Where most advisors say they can’t or won’t help, we dive in. We focus in on the tax side of investing and helping people learn how to spend their money.
Specialties: Financial Planning, Business Planning and Implementation, Business Development for start-up and new businesses, Client Service, Referral Systems and Implementation, Visionary, Goal Oriented, Open Minded, Adapt to Change