Teddy goetz



Used to Spike Volleyballs and Now Insuring the Future!

I love the sport of volleyball and love teaching kids important skills such as teamwork and accountability through this great game.

Teddy is a Client Advisor responsible for providing investment and wealth planning advice to individuals and families and their trusts, estates, foundations, endowments and pension plans. In conjunction with Bernstein Private Wealth Private Management, Teddy provides counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multigenerational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses. 

Client Advisor at Bernstein Private Wealth Management

150sc
Sport: Volleyball
College/Pro Team: UCLA
Chapter: West Los Angeles
Profession: Investment Adviser
Specialty: Fin. Advisor/Wealth Mgt.
Preferred Contact: [email protected]


Teddy goetz's activity stream

  • rsvped for Pasadena Team Meeting 2021-07-14 15:15:04 -0700

    Pasadena Team Meeting

    Michael Gratch is the Founder and President of Flow Therapy (previously known as Legacy Heart Care), in response to a recognized need for broader availability of non-invasive treatment to the chronic ischemic population. Through his guidance and leadership, Flow Therapy has grown to be the nation’s largest provider of EECP treatments, as well as the recognized leader in quality. Michael served as an Executive Vice President at PhysAssist Scribe from 2010 through 2011. He was recognized as one of North Texas’ “40 under 40” in 2006 and has also been an active member of YPO since 2013.

    Michael graduated from Dartmouth College in 2002 and earned All-Ivy League recognition on the football team.

    Tune in to hear more about his inspiring story. We look forward to seeing you there!

    The AthletesTouch Team

     

    AthletesTouch
    Athletes Teaming Up In Business
    Proudly Sponsored By

    outdoorproducts.com

    WHEN
    July 28, 2021 at 7:30am
    WHERE
    Zoom Video Conference Call
    (Link Provided after RSVP)
    Pasadena, CA
    United States
    Google map and directions
    7 rsvps rsvp