Sunny Side Up

Episode Summary In this episode of Sunny Side Up, host Devan Cohen interviews Paul Curto, a pioneering financial advisor with over two decades of experience, to unearth effective strategies for wealth management. The dialogue unwraps a spectrum of financial concepts, delving into the intricacies of mutual funds and the dynamics of investment portfolios. Curto, renowned for his forward-thinking approaches, elaborates on the concept of "financial synergy", emphasizing the importance of amalgamating various financial instruments to optimize wealth growth and security. He illuminates listeners on the nuances of balancing risk and reward, stressing the significance of financial literacy in navigating the complex terrain of investments. About the Guest Paul Curto is passionate about enhancing sales teams and customer experiences, specializing in alleviating retail analytics challenges. His focus lies in empowering brick-and-mortar retailers with e-commerce-style analytics, driving data-driven decisions. W