• EP-175 Running 6 Restaurants and a Financial Advisory Firm with over $1 Billion Under Management - The Management Style of David Steele.

  • Oct 7 2024
  • Durée: 1 h et 6 min
  • Podcast

EP-175 Running 6 Restaurants and a Financial Advisory Firm with over $1 Billion Under Management - The Management Style of David Steele.

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  • Résumé

  • In this podcast episode, Bela Musits interviews David Steele. He is the CEO & founder of One Wealth Advisors, an independent RIA firm handling over $1B in assets, who also is a prolific restaurateur, having opened 6 restaurants in 6 years in the competitive Bay Area. And that's just the start - he's also a philanthropist, artist, yoga studio owner, and more.

    David’s management style is focused on a disciplined approach: working collaboratively with partners and team members, setting clearly defined goals, developing and executing a strategic plan to achieve those goals, and constantly monitoring the results to assure the plan is successful.

    You can find more info about about David and his various endeavors here:

    https://davidsteele.xyz/

    Our podcast is now also available on YouTube and your favorite podcasting app. Just search for The Unconventional Path.

    If you know of someone who would be a good guest for the show, let us know and we will try to get them as a guest. We also love to hear from our listeners, send us your questions, comments, and suggestions at bela.and.mike@gmail.com - we will answer your questions in a future episode.

    Thanks for listening,

    Bela and Mike
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