KPFT Membership Special Offer

 

For a pledge of $500 to KPFT Pacifica public radio, The New Capital Show's home, you can receive a personal financial advisory session with Leo Gold.  Leo is a financial professional, is regulated by the Securities and Exchange Commission, and is a Chartered Financial Analyst, a highly respected certification in the financial industry.  Leo has also completed the Kinder Institute of Life Planning's Seven Stages curriculum.  All information disclosed and discussed with Leo is held in strict confidence.  In his financial practice, Leo follows the CFA Institute's Code of Ethics and Professional Standards.  If there are other questions, please feel free to contact Leo.  References are available upon request.  If you wish to take advantage of this offer:

  1.  Send Leo an email with your name, address, phone, and email and he will process the paperwork with KPFT for you.
  2. Complete and send the Fact Finder Part I and the "3 questions."
  3. Upon receipt of your survey and question answers, Leo will contact you to schedule the meeting.
  4. Come to the meeting.  Bring a pay stub, recent tax return, and bank/brokerage statements.

At the meeting, we will focus on three things:

  1. Your hopes and dreams for your life.
  2. The resources you have available.
  3. How we can use the available resources to fulfill your hopes and dreams.