Tag: John Thiel

California Lutheran University Financial Planning Featuring Student John Thiel

August 27, 2020 John Thiel has three passions; financial planning, deepening his knowledge, and salsa dancing. His path to being a financial advisor at Private Ocean evolved when he started university. Thiel earned his bachelor’s degree in Business Administration with an emphasis in International Business at California State University of Sacramento. During this time, he […]

What is a Buy-Sell Agreement? – John Thiel, CFP®

John Thiel discusses the buy-sell agreement, the importance of it and different situations where it should happen.