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The Next Chapter with Charlie

For the last 20 years, I was an Executive Coach to CEO’s of larger corporations. Now I am moving on to MY Next Chapter. I invite you to join me in this journey. It makes no difference if you are retiring or making any significant change to your life. We are all on the same path. So tune in and tag along as we give insights and inspirations on how you can create your own NEXT CHAPTER. We will talk about “what you can do next.” It might deal with transition, desire, curiosity, loss, or anything else that has to do with our Next Chapter in Life.
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What is your Next Chapter?

Mar 20, 2017

 My guest today is Sanford Coggins, president of VisionWise Capital, a company primarily focused on how investing in commercial real estate (not so overly focused on stocks and bonds) can support your dreams. VisionWise Capital controls $51M of real estate assets since its start-up in 2013.

Check out some of Sanford’s impressive credentials:

Sanford has a unique background as a Commercial Real Estate Broker/Principal, with 25 years as a Wealth Advisor. He worked for 16 years as Vice President, Wealth Management Advisory at Merrill Lynch, where he managed over $100M in client assets. In addition, Sanford co-developed a three-year $77M pilot project to create financial opportunities for ethnically diverse communities.

Sanford earned Merrill Lynch’s Lifetime Achievement Award for leadership and excellence. But most important to me, he was a quarterback at UT (the University of Texas at Austin) on a four-year scholarship.

Today I want to chat with Sanford about a couple of things. One has to do with Sanford’s willingness to risk leaving a successful and established career at Merrill Lynch and then moving on to His Next Chapter of Entrepreneurship. And Second, we plan to explore rethinking the way we invest our savings. I may also want to hit on the touchy subject of the state of savings and investments among Baby Boomers.

  

For more on Sanford go to http://visionwisecapital.com/

Or call his office at 949-441-5580

 

For more with Charlie Hedges and to signup to receive weekly posts please visit thenextchapter.life

 

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