Learn from An Optimized Advisor: Jeff Vallez, Shoreline Financial

Scott Heinila and good friend, Jeff Vallez, sat down to discuss Jeff’s unique practice, Shoreline Financial, and how he is an Optimized Advisor. Jeff dives into how he started working at a young age and instilled a strong work ethic that has helped him achieve success. Jeff shares some of the silver linings in dealing with the pandemic, taking a step back, re-evaluating priorities in his life and how to best optimize his time going forward.  Connect with Scott on LinkedInConnect with Jeff on LinkedIn  For more on The Optimized Advisor Podcast click here  For more on Shoreline Financial click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]  **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] Optimized Insurance Planning