Articles by Seth
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The 7 R’s to Keep Calm and Carry On
The 7 R’s to Keep Calm and Carry On
By Seth Streeter, 3/13/2020 Drag your thoughts away from your troubles..
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The 3 Water Phases of a Divorce
The 3 Water Phases of a Divorce
http://www.investopedia.
1 Comment -
Are you as rich as you want to be in all areas of your life? Follow me on Twitter @Inspired_WM
Are you as rich as you want to be in all areas of your life? Follow me on Twitter @Inspired_WM
After 23 years of working with thousands of clients with their finances and life goals, I am excited to launch an…
1 Comment
Activity
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Day One of Future Proof '24 was bigger, better, and smarter than ever before. There was no wading in. The sessions went right to the opportunities…
Day One of Future Proof '24 was bigger, better, and smarter than ever before. There was no wading in. The sessions went right to the opportunities…
Liked by Seth Streeter
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🚀 Excited to be at the Future Proof Festival in Huntington Beach, CA this week! It has been so fun to immerse myself in the latest innovations and…
🚀 Excited to be at the Future Proof Festival in Huntington Beach, CA this week! It has been so fun to immerse myself in the latest innovations and…
Liked by Seth Streeter
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Join me and an incredible line-up of leaders to discuss all things growth (and discomfort) in Wealth Management. #lorihardwick, #shannoneusey…
Join me and an incredible line-up of leaders to discuss all things growth (and discomfort) in Wealth Management. #lorihardwick, #shannoneusey…
Liked by Seth Streeter
Licenses & Certifications
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CDFA
Institute for Certified Divorce Financial Analysts
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CEA
Certified Estate Advisor
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CFP
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Volunteer Experience
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Global Network Chair - Financial Services Network
YPO - Young Presidents' Organization
- 2 years
Led a network of 2,000 CEOs across the globe in the financial services industries; including banking, private equity, investment, insurance and consumer finance. Earned the network it's first Gold status ranking each of my two years.
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Chair | Founder INSPIRED LIVING sub-network
YPO
- Present 4 years 9 months
One of YPO‘s newest sub-networks under the Health and Wellness network is Inspired Living. This personal development group is designed to help you experience more meaning, joy, connection and impact in your life.
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Board Member | Health & Wellness Network
YPO
- Present 4 years 11 months
The YPO Health & Wellness network serves YPO members and their families to be their best selves. We focus on four areas: exercise, nutrition, sleep and mindfulness.
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Member
Social Venture Partners International
- 9 years 7 months
Environment
Active board member of the Santa Barbara chapter. Served various nonprofits with capacity building. Founded and led Fast Pitch SB venture pitch community program.
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Planned Giving | Development | Advisory Council
The Land Trust for Santa Barbara County
Environment
Served on multiple committees. Organized and hosted Arroyo Hondo immersive fundraiser and client appreciation event with 8 companies, 300 attendees, luncheon in the meadow, plein aire painters, docent led hikes, tours of the adobe and live music.
Publications
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Divorce and Finances: Making an Easier Transition
Investopedia
See publicationThe three water phases of divorce, what to expect and how to get through it.
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Strategies for Raising Self-Reliant Children
YPO Ignite Magazine
6 tips to help your children deepen their self-worth and thrive socially, academically and emotionally.
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6 Strategies for a Truly Wealthy Life
YPO Ignite Magazine
See publicationHow to enjoy happiness and fulfillment beyond what money can buy.
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A Financial Advisor's No 1 Job Isn't Making You Money
CNBC
See publicationLearn how a new approach to wealth management can benefit clients and their advisors.
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Selling My House: Whether To Downsize
Work Goes Strong
See publicationWhat to think about when downsizing a home.
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Divorce Rights: Parents, Grown Children and Divorce
Family Life Goes Strong
See publicationDivorce planning for couples in their 40s & 50's.
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Mission Wealth Management Helps Clients Overcome Personal Challenges
Santa Barbara Independent
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New Formula for Retirement Strategy Geared for Success
San Francisco Chronicle
See publicationLearn how the 90/70/30 rule can help you secure a comfortable retirement.
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Separating Business from Personal Finance Decisions
Ventura County Star
Tips for business owners to manage their business and personal financial interests and priorities.
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Controlling Emotions
Wall Street Journal online
See publicationHow emotions can get in the way of effective planning.
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Think Small to Land Big
Financial Planning Magazine
See publicationAdvisors who specialize in dealing with business owners are highlighted.
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Seth Streeter, On Sustainable Income
The Wall Street Journal
See publicationTrends around the personal residence no longer being the center of a person's financial plan.
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Empowering an Unhappy Client to Change Careers
Wall Street Journal
See publicationHow the new Inspired Wealth Management movement is positively impacting the lives of clients.
Honors & Awards
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TEDx Santa Barbara speaker
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The Untethered Life: Wealth Redefined
Languages
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English
Native or bilingual proficiency
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Spanish
Limited working proficiency
Organizations
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TEDx Santa Barbara
Speaker
- PresentThe Untethered Life: Wealth Redefined
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Santa Barbara Estate Planning Council
Member
- PresentI am an active member of the local estate planning council that includes Estate Planning attorneys, CPAs, Trust officers, Certified Financial Planners, and Chartered Life Underwriters. We have ongoing expert speaker resources and continuing education programs to stay up to speed on estate planning topics.
Recommendations received
13 people have recommended Seth
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You might be wondering what the ReAssembly will look like on September 26th at Civic Hall…WELL the program is here, so see it for yourself 👀 It’s…
You might be wondering what the ReAssembly will look like on September 26th at Civic Hall…WELL the program is here, so see it for yourself 👀 It’s…
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It’s hard to believe it’s been two years since I dove head first into the world of search. At the time, I was unsure of what my future would hold but…
It’s hard to believe it’s been two years since I dove head first into the world of search. At the time, I was unsure of what my future would hold but…
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Wow, incredible past few days chairing our YPO Pacific One Presidents' Retreat in La Jolla, California. Big shout out to Bart Foster of…
Wow, incredible past few days chairing our YPO Pacific One Presidents' Retreat in La Jolla, California. Big shout out to Bart Foster of…
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