#308: Building a Faith Based Wealth Advisory Practice for Veterans and Business Owners with Michael Mandarino, USMA ’96

Service Academy Business Mastermind

Need financing for your next investment property? Visit: https://www.academyfund.com/

Want to join us in Tampa on January 28th? Visit: https://www.10xvets.com/events

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Michael Mandarino is a seasoned financial advisor with over 20 years of experience in investment advisory and financial planning. As the owner of 123 Investing LLC and CEO of Soterios LLC, an SDVOSB, he specializes in faith-based investing, tax-advantaged strategies, retirement planning, and charitable giving solutions. Michael is dedicated to serving transitioning military officers, religious organizations, charities, and small businesses, offering expertise in planned giving and biblical-responsible investing. A West Point graduate and former U.S. Army Platoon Leader, Michael collaborates with CPAs and Enrolled Agents to ensure comprehensive financial oversight. His work has been featured in Proactive Advisor Magazine, and he educates others about investing through his YouTube channel.

MIchaal Mandarino’s Securities & Investment Advisory Services are offered through G.A. Repple & Company, a Registered Broker/Dealer & Investment Advisor Member FINRA & SIPC, 101 Normandy Road Casselberry, FL 32707 T. 407-339-9090.

The Vision Behind Faith-Driven Finance: Turning Experience into Purposeful Wealth Strategies

• Michael’s Journey: From West Point graduate and Army Platoon Leader to financial advisor in 2002.
• A Faith-Driven Mission: How a pivotal moment in 2012 led to specializing in biblical-responsible investing.
• Serving Veterans: Helping service members navigate military benefits and transitions.
• Expanding Expertise: Assisting high-net-worth clients with complex tax strategies and capital gains planning.
• Educational Impact: Growing a YouTube channel to 55,000+ subscribers with compliant financial content.
• Future Growth: Mentoring junior advisors and acquiring books of business to expand his practice.

Timestamps:

• 00:47 Michael's Background and Career Journey
• 02:37 Finding a Niche in Financial Advising
• 05:35 Faith and Business: A Unique Approach
• 09:48 Short and Long Term Goals
• 13:11 The YouTube Endeavor
• 19:47 Challenges and Support

Connect with Michael

• LinkedIn
• Facebook
• YouTube
• 123-Investing
• Email: [email protected]
• Phone or text: (813) 710 - 4123

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A special thank you to Michael Mandarino for joining me this week. Until next time!

-Scott Mackes, USNA ’01