Lunching With Sharks: Mr. Wonderful In Boca Raton

Shark Tank’s ‘Mr. Wonderful’ – successful businessman and investor Kevin O’Leary – having lunch with us in Boca Raton.

Yes, that’s Kevin O’Leary aka “Mr. Wonderful” from Shark Tank, having lunch with us Friday in Boca Raton.

O’Leary joined us for lunch at the 37th annual conference of the South Florida Financial Planning Association (FPA). He came to talk about his role developing the O’Shares series of exchange Traded Funds (ETFs), investment vehicles designed for long-term investors targeting companies with conservative balance sheets and above-average dividend yields.

Conferences like this help us keep up with financial planning and investment developments most relevant to our clients,  and fulfill the continuing education requirements needed to maintain our professional designations.

About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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