• Alex Sonkin, Managing Partner of The Lombardi Group

    December 14, 2016

    Lombardi GroupAlex Sonkin serves as the Managing Partner for show sponsor, The Lombardi Group. Mr. Sonkin works directly with LG Managing Directors as well as LG clients in analyzing fact patterns and ensuring that the appropriate specialists are involved in designing the perfect solution(s) for each specific set of challenges. He also lead the Advanced Tax Planning Institute, one of North America’s premier educational symposiums for tax professionals.

    Alex has been quoted in a number of articles regarding the evolution of the CPA industry published in “Accounting Today” and has been interviewed on popular radio programs, including “It’s Your Money and Your Life!” Since 1994, Mr. Sonkin’s work has focused on optimizing financial portfolios, while mitigating risk and taxes. Highly sought after, Mr. Sonkin has been invited to give lectures on the topics of SUCCESSFUL RISK MANAGEMENT & OPTIMAL ASSET ALLOCATION throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway.

    Mr. Sonkin began his career as a derivatives (options) trader and market maker: a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE). Having personally trained and managed over 20 professional options (floor) traders, Mr. Sonkin focused his attention on arbitrage strategies between the S&P 500 Option Pit at the CME and the SPX at the CBOE. Having participated in more than 70,000 transactions across a wide range of financial markets has given Mr. Sonkin the necessary experience and practical knowledge to create systems of creating wealth while mitigating risk.

    Mr. Sonkin is a partner in San Diego Social Venture Partners and actively supports a number of other charitable organizations around the country. Mr. Sonkin lives in San Diego with his wife Jola and their four children. Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to
    the top 5% of each graduating class.

    LISTEN TO PODCAST
    Listen to a podcast of Alex Sonkin’s interview!

    Lombardi GroupAlex will be a featured speaker at Anthony Lombardi’s Bootcamp Experience for Financial Professionals, February 1-3, 2017 at the Sheraton Carlsbad Resort and Spa.

  • The CPA Firm of the Future: Technology-Driven and Paper-free

    May 9, 2015
    The second of a 2-part series on the “CPA Firm of the Future” featuring guests Richard Francis and Jody L. Padar. Richard Francis Richard Francis heads up Spotlight Reporting, a software company that offers advanced reporting and dashboard reporting tools and multi-entity analysis to accountants and organizations globally. Their cloud-based tools can integrate data from a variety ... Read more
  • The CPA Firm of the Future, Value Based Pricing with Ron Baker and Daniel Morris

    April 30, 2015
    Ronald J. Baker and Daniel D. Morris are founders of the Verasage Institute, a leading think tank dedicated to promulgating and teaching value-based pricing, economics, and human capital development to professionals and businesses around the world. Ronald J. Baker, a founder of the VeraSage Institute, began his CPA career KPMG’s Private business Advisory Services. A ... Read more
  • Conscious Capitalism’s Malcolm Avner | GameChangers 500 Founder Andrew Hewitt

    April 24, 2015
    Richard and Joe welcome Malcolm Avner and Andrew Hewitt. Malcolm Avner Mr. Avner is a business leader and life coach. He has built his more than 25 year professional coaching career on three core principles: 1. Isolation breeds under performance. We do better when we allow ourselves to be supported by others 2. Judgment of inadequacy is the predominant ... Read more
  • James Rosebush on Building Wealth and Philanthropy

    April 18, 2015
    James Rosebush was a Reagan White House official and is a widely recognized leader in building and managing corporate wealth and philanthropic organizations. For over twenty years he has been CEO of an international consulting firm, GrowthStrategy, Inc., advising on management strategies, finance, marketing, and communications, throughout the world. He pioneered a holistic approach to ... Read more
  • Financial Fridays | Jason Labrum

    April 17, 2015
    Richard Muscio was the guest on Financial Fridays on AM 1170 the Answer with host Jason Labrum. Listen to the commercial free podcast: Read more
  • Bisnow | Almost Never Boring

    April 11, 2015
    Richard and Joe interviewed Sean Spear, Business Manager of the Southern California for Bisnow. Bisnow is commercial real estate site that was launched in Washington DC in 2007 and now has more than 32 offices across the nation. Sean has recently opened a San Diego office to promote the events that his company hosts. These ... Read more
  • Strategic Planning with Business Valuation Expert Carl Sheeler

    April 3, 2015
    Richard and Joe welcomed back sponsor and friend, Carl Sheeler of Berkeley Research Group, LLC. Dr. Sheeler recently published a book, Equity Valuation: A Tool to Enhance Value and Mitigate Risk. The book focuses on how to apply valuation techniques and leverage human capital and operational effectiveness. Dr. Sheeler is retained by companies as a “Strategic ... Read more
  • Founder of Hazel’s Army | Aaron Byzak

    March 28, 2015
    Richard and Joe sat down and talked to local activist, Aaron Byzak, who is the founder of Hazel’s Army. Mr. Byzak and his advocacy group have spearheaded reform in the laws and health codes governing assisted living communities and state-run retirement facilities. Along the way, they have discovered the benefits of bridging the gap between ... Read more
  • UBS Professional Recognition

    March 26, 2015
    Drew Freides and Michael Kanigher have been recognized as industry leaders. Drew Freides Barron’s Top 100 Financial Advisors, 2015 Drew Freides Barron’s Top 1,200 Financial Advisors, 2015 Drew Freides & Michael Kanigher Financial Times Top 400 Financial Advisor, 2015 Michael Kanigher Barron’s Top 1,200 Financial Advisors, 2014, 2015 Drew Freides Barron’s Top 1,000 Financial Advisors, 2013 Read more
  • The Wrecking Crew Documentary

    March 20, 2015
    Richard and Joe welcomed director and producer, Denny Tedesco. Mr. Tedesco is the son of the late American master session musician and renowned jazz and bebop guitarist, Tommy Tedesco, in The Wrecking Crew. When his father was diagnosed with terminal cancer, Denny decided that the world needed to hear the story of the studio musicians ... Read more