Category Archives: Financial Advice

Paul Mampilly Accomplishes Milestone With Financial Newsletter

Paul Mampilly has a financial newsletter called Profits Unlimited that recently crossed a milestone when it surpassed 60,000 subscribers. The newsletter, published by Banyan Hill Publishing, shows average investors how to make a profit while investing. The newsletter is published once a month and each issue highlights a new stock. He then tracks the performance of a couple of these stocks on his website in order to show how they are performing.

Paul Mampilly used to be a hedge fund manager on Wall Street. A major accomplishment in his career took place in 2009 when he won Templeton Foundation’s challenging investment competition. This competition is engaged in by Wall Street investors and the challenge is who can turn $50 million into the largest amount of money. Paul won by having a 76% return by earning $38 million in gains.

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During his career, Paul Mampilly has served as an advisor to international companies such as Deutsche Bank, the Royal Bank of Scotland, ING, and Bankers Trust. He is a graduate of the Fordham Gabelli School of Business where he earned his MBA in Finance. Other universities he has attended include the City University of New York-Hunter College where he was educated in economics and the New York University Polytechnic School of Engineering where he learned about financial engineering.

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In his personal life, Paul Mampilly has helped the community by being a volunteer teacher at a few different nonprofits including the Junior Achievement of New York program. He has also served as a Big Brother in the Big Brother Big Sisters program. Another way he has volunteered as a driver for the Coalition for the Homeless Inc. This organization distributes food in Manhattan to homeless people. Paul’s role was to drive one of their vehicles along with three other volunteers of the organization.

For more information about Paul Mampilly, just click here.

Richard Blair and Wealth Solutions Offers Experience and Expertise

If you live or work in Austin, Texas or the surrounding areas and are looking to develop a financial plan to accomplish goals whether they be long term or short I would suggest researching the services offered by Wealth Solutions and its founder Richard Blair who has over two decades of experience in the financial sector. Wealth Solutions offers the resources, knowledge and expertise to help provide their clients with one of a kind financial plans specifically developed with their unique needs in mind.

Whether you are looking to plan for a once-in-a-lifetime round the world vacation, college for your children or grandchildren, your retirement or are just looking for a plan to help you better manage your wealth, the professionals at Wealth Solutions are there to help. The team at Wealth Solutions consists of Richard Blair, who is the Chief Investment Officer, Kathleen Neck the Human Resources and Special Projects Manager, Vashanti Mehta the Director of Operations and Karen Mosich, the Executive Associate.

Richard Blair holds the following credentials and more;

Certified Estate and Trust Specialist Certified Funds Specialist
Certified Annuity Specialist
Retirement Income Certified Professional

Richard has successfully completed many different certifications and examinations that confirm his knowledge and expertise in financial planning.

Richard’s experience throughout his career includes 19 years with United Global Securities Incorporated, 12 years with the Worldwide Ventures Group LLC, and 4 years with Crown Bridge Wealth LLC. Richard has also been the key financial advisor at Wealth Solutions for almost two decades since founding the company in 1996.

Richard has learned many things throughout his time in the financial industry including using a three-color approach to evaluate the client’s entire financial situation and needs to provide a more customized plan. Richard understands and acknowledges that clients need to be in control of their financial decisions and that they are looking for customized solutions, not just generic products.

The services provided at Wealth Solutions are of the highest standards and have a very successful history of providing exceptional financial and wealth planning services to their clients.