Andie Lafontant, CFP®, Managing Director at Blue Zone Wealth Advisors, a multi-family office based in Los Angeles serving high-net-worth families and individuals globally joins Enterprise Radio.
Listen to host Eric Dye & guest Andie Lafontant discuss the following:
- The creator economy is projected to reach nearly $500 billion by 2027. What are the biggest wealth management trends and challenges top content creators face right now?
- You describe your role as a “personal CFO” for clients. Can you explain what this means and how it helps creators navigate complex financial landscapes?
- With potential tax changes and market shifts on the horizon for 2025, what specific strategies can creators use to optimize their financial plans?
- How can content creators protect their wealth and assets while scaling their businesses, especially when income can be unpredictable?
- What’s one common financial mistake you see creators make, and how can they avoid it to build long-term wealth?
TIP: Diversify your income streams beyond content creation—consider passive income investments to build stability. Work with a financial advisor to create a tax-efficient plan that protects your wealth and sets you up for a lasting legacy.
Anderson Lafontant, CFP® is a Managing Director at Blue Zone Wealth Advisors, specializing in working with entrepreneurs and their families. With over a decade of experience, Andie excels at integrating investment strategies with comprehensive financial planning, including income tax mitigation, multigenerational wealth transfer, and asset protection. Acting as her clients’ quarterback or personal CFO, she is dedicated to providing bespoke family office solutions, regularly coordinating with key advisors such as CPAs and attorneys.
Before joining Blue Zone in 2024, Andie served as a Managing Director at Miracle Mile Advisors, an Investment Advisory Firm in Los Angeles, for 12 years. She was recognized by Forbes from 2020 to 2024 as a Top Women Advisor, Top Wealth Advisor, and Top Next-Gen Wealth Advisor in California. Andie earned her Bachelor’s Degree from UCLA and holds the designation of Certified Financial Planner (CFP®) and the FINRA Series 65 license.
Website: https://www.bluezoneadvisory.com
Linkedin (Andie Lafontant): linkedin.com/in/andersonlafontant
Linkedin (Blue Zone Wealth): linkedin.com/company/bluezonewealthadvisors
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