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The Optimized Adviser Podcast

The Optimized Adviser Podcast

The Optimized Adviser Podcast Jason Labrum, Founder and CEO of IDA, joins The Optimized Adviser Podcast. Watch as Jason shares valuable insight to discuss all things mindset related. As a successful entrepreneur and certified financial planner, Jason shares his tips...
IDA Welcomes Monique Jaramillo

IDA Welcomes Monique Jaramillo

IDA Welcomes Monique Jaramillo We are excited to welcome Monique Jaramillo to the IDA family. Before joining IDA, Monique worked in a support role with high-net-worth clients for a boutique wealth management firm in Coronado. She quickly transitioned from Director of...
How to Find a Financial Adviser You Can Trust

How to Find a Financial Adviser You Can Trust

How to Find a Financial Adviser You Can Trust You may be an expert in your profession, but chances are you do not have the time, inclination, access to sophisticated resources or experience to optimally invest and manage your personal, corporate or philanthropic...