Jason Auerbach for Navis Wealth Advisors with Rose Odette on the Bullish on Business Podcast
- Rose Odette
- Oct 1
- 1 min read
In this episode of the Bullish on Business Podcast, host Rose Odette sits down with Jason Auerbach, Managing Director at Navis Wealth Advisors, to explore the powerful intersection of EB-5 immigration investment and cross-border wealth management. Schedule a time to chat with Jason: https://calendly.com/jason-naviswealth Email: jason@naviswealth.com Web:www.naviswealth.com
Jason brings decades of experience from leadership roles at Deutsche Bank, Merrill Lynch, and Wells Fargo, now applying that expertise in a boutique, client-first model at Navis. Together, we dive into:
✅ Key insights from the recent EB-5 conference in Miami
✅ How wealth advisors support international families pursuing EB-5
✅ The balance between immigration goals and long-term financial planning
✅ Mistakes EB-5 investors should avoid (and how to sidestep them)
✅ Cross-border compliance, tax strategies, and protecting global wealth
If you’re an entrepreneur, investor, or global family looking to unlock growth opportunities through EB-5 and beyond, this conversation is packed with actionable takeaways.
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Books by Rose Odette:
Charge Like a Bull: https://a.co/d/hF64gYh
Charge Like a Bull - The GamePlan Book: https://a.co/d/aZj1fgT
Bullish on Execution: https://a.co/d/gxxD19O
Lead Like a Lioness: https://a.co/d/hwEIYnk
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