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

52sc
Sport: Volleyball
College/Pro Team: UCLA
Chapter: West Los Angeles
Profession: Investment Adviser
Specialty: Fin. Advisor/Wealth Mgt.
Preferred Contact: Theodore.Goetz@bernstein.com


Teddy Goetz's activity stream

  • rsvped for Playa Vista (TechBiz) Team Meeting 2020-07-08 13:59:33 -0700

    Playa Vista (TechBiz) Team Meeting

    OUR GUEST SPEAKER!

    ERIK HUBERMAN is the Founder & CEO of Hawke Media, a full-service Outsourced CMO based in Santa Monica, CA that launched in 2014 and has been valued at $60 million. In just 3 years, Hawke Media has grown from 7 to over 120 employees and has serviced 400+ brands including Raden, BeautyCon, Bottlekeeper, The Ridge Wallet, Buscemi, Red Bull, Evite, Verizon Wireless, HP.  Hawke Media was recently named on the Inc 5000 list of “Fastest Growing Company’s” of 2017, one of CIOReview’s “Top 20 Most Promising Digital Marketing Solution Providers in 2017”, and a recipient of a gold STEVIE Award in the American Business Awards for “Company of the Year”.

    As a serial entrepreneur and brand marketing expert, Erik Huberman is a sought-after thought leader in the world of digital marketing, entrepreneurship, sales, and business. Prior to Hawke Media, Erik founded, grew and sold Swag of the Month and grew Ellie.com’s sales to $1 million in four months. Erik is the recipient of numerous honors and awards including Forbes “30Under30”, Inc Magazine’s “Top 25 Marketing Influencers”, Influencive’s “Top Influencive Influencers of 2017”. Erik is a regular contributor to major media publications like Forbes, Entrepreneur, and Business Insider, and is proud to have and recently joined XPRIZE as their key marketing advisor

     

    We look forward to seeing you there!

    The AthletesTouch Team

     

     

    AthletesTouch
    Athletes Teaming Up In Business
    Proudly Sponsored By

    outdoorproducts.com

    WHEN
    July 21, 2020 at 7:30am
    WHERE
    Zoom Video Conference Call
    (Link Provided after RSVP)
    Playa Vista, CA
    United States
    Google map and directions
    4 rsvps rsvp