• Alex Sonkin, Managing Partner of The Lombardi Group

    December 14, 2016

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    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.

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  • Business Succession Planning

    May 19, 2012
    Handout for Unleashing the CPA’s Potential: The CPA of the Future Seven-minute highlight clip of Richard’s speech. Contact Richard if you are interested in having him speak at your event. Read more
  • Regents Bank Co-Founder Dan Yates and President Steven Sefton

    May 16, 2012
    On Sunday May 20th, Richard and Joe welcomed Dan Yates and Steven Sefton of Regents Bank to the show. Regents Bank is the newest sponsor of It’s Your Money, Not Theirs. Dan Yates is a native San Diegan and a graduate of San Diego State University. He has been in banking for 32 years and ... Read more
  • Richard Runs the Maverick Mile

    May 14, 2012
    On Saturday, May 12th, Richard supported the La Costa Canyon High School Maverick Athletic Boosters and ran in the first annual Maverick Mile race. The Boosters support over 1,000 high school athletes and coaches who participate in 25 different sports. If you are a runner, join Richard at the Vista Strawberry 5k on May 27th, 2012. ... Read more
  • Richard and Joe Interview San Diego Mayoral Candidate Bob Filner

    May 9, 2012
    Listen to Podcast of the Show On Sunday May 13th, Richard and Joe was joined in the studio by US Congressman Bob Filner. Filner represents California’s 51st district which includes El Centro and Chula Vista. Filner has a long history of public service which began with his election to the San Diego School Board in 1979 ... Read more
  • Rich Muscio Featured Speaker at ExecuNet Monthly Meeting

    May 3, 2012
    On Thursday, May 3rd, Richard was the featured speaker at the monthly ExecuNet networking meeting in Carlsbad, California. He spoke on Networking, Connecting and Transcending: an Executive’s Guide to Collaboration. Richard’s philosophy is that a person should attend as many networking events possible in order to connect people together, and further, he believes that a ... Read more
  • Richard and Joe Interview David Lefkowitz from UBS Wealth Management Research Discuss the Cost of Energy

    May 3, 2012
    Sunday Richard and Joe interviewed David Lefkowitz from the show’s major sponsor UBS Financial Services. David has over 14 years experience as a securities analyst. He is currently Senior Equity Strategist as well as a corporate research analyst covering the utilities sector for UBS Wealth Management Research – Americas. Prior to joining UBS in 2006, ... Read more
  • Live Broadcast from the Hazard Center Doubletree

    April 27, 2012
    Listen to Podcast of the Show Richard and Joe Interviewed Theresa Moore, Hank Bauer, and Ron Mix Following the Film Presentation For all fans of the San Diego Chargers and pro football, this is the podcast for you! On April 29th the San Diego SmartScreen Film Series launched with a presentation of Third and Long: the History ... Read more
  • Richard Runs the Boston Marathon to Raise Funds to Donate to the Blind

    April 22, 2012
    Richard completed the 2012 Boston Marathon in sweltering heat on Monday, April 16th for Team Perkins. Team Perkins raised $71,571 for Perkins School for the Blind. Read more
  • John Cox and Richard Discuss the Neighborhood Legislature Reform Act

    April 19, 2012
    John Cox and Richard discuss the link between financial contributions made to state politicians and the effects those contributions have on their votes on legislation. The Neighborhood Legislature Reform Act (NLRA) addresses the issue of financial contributions by making money unnecessary to legislative campaigns. It does this by subdividing the huge legislative districts (500,000 for ... Read more
  • Genetic Modification of Our Food Supply – Our Health Is a Part of Our Wealth

    April 15, 2012
    Joe Vecchio interviews 3 guests who are stakeholders in the GMO equation and favor proper labeling of our consumer goods. Michelle Lerach is the proprietor of ‘Cups,’ a popular organic bakery and teaching kitchen in La Jolla. An excerpt from USA Today reads, “Cups, which opened in 2009, brings to mind a swankier, eco-conscious Candyland come ... Read more