Wealth matters with David Jazo

Salt Lake City delivered. Sunrise at Temple Square, Oz Pearlman can read the room better than any human, and a few thousand Cetera advisors proving this industry still knows how to have a good time. 🏔️
Also found out Temple Square opens to the public April through October next year, so a return trip is already on the list.

We’re excited to share that Wilde Wealth Management Group has once again been recognized on Barron’s list of the Top 250 Private Wealth Management Teams in the nation, earning the #52 spot this year.

This marks our fourth consecutive year receiving this distinguished recognition, and we’re incredibly grateful to everyone who helped make it possible.

Thank you to our outstanding advisors and team members for your hard work, dedication, and commitment to serving our clients with excellence. We’re also deeply thankful for the continued trust of our clients and the support of our partners at Cetera Financial Group.

We look forward to building on this momentum and continuing to make a meaningful impact for the families and communities we serve.



2026 Top 250 Private Wealth Management Teams issued by Barron’s (awarded to Wilde Wealth Management Group). Advisors fill out a 102-question survey about their practice. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

🎗️ National Cancer Survivors Day: A Celebration of Life, Awareness, and Hope 🎗️

Join us in honoring those who have battled cancer and raising awareness about the ongoing challenges survivors face. Let's come together to inspire hope for the future! 🌟

Organized by the National Cancer Survivors Day Foundation, this day is for everyone with a history of cancer to connect, celebrate milestones, and share their powerful stories. 💪❤️

📅 Save the Date: National Cancer Survivors Day® is celebrated on the first Sunday in June. In 2026, we’ll celebrate on June 7th. Let's make it a day to remember! 🎉

Most financial advisors are using AI as a productivity tool.
Almost none are planning for it as a financial variable.
Those are two very different things.
And the gap between them is becoming a real risk for a lot of families.
Using AI to draft emails, summarize meetings, or automate workflows?
Fine. Helpful. Efficient.
But that’s not the real question affluent households are quietly asking right now.
The real question is:
Does our financial plan still work in the world that’s actually coming?
Because AI isn’t just changing technology.
It’s changing income durability.
Career stability.
Hiring patterns.
Compensation structures.
Business valuations.
And eventually, household confidence.
A fiduciary’s responsibility isn’t just managing what clients have today.
It’s helping them prepare for what could disrupt tomorrow.
That means asking harder questions than our industry is used to asking:
→ Is your income stress-tested for career disruption — not just death or disability?
→ Is your 529 strategy preparing kids for the economy ahead… or the one we grew up in?
→ If household income compressed 20–30% over the next five years, what breaks first?
→ How exposed is your business, profession, or industry to AI-driven margin pressure?
→ When was the last time your advisor brought you a risk you hadn’t considered yet?
That last question matters.
Because many clients don’t need more market commentary right now.
They need strategic thinking about what the next decade may actually look like.

This past weekend, thousands of college graduates booed when AI was mentioned at commencement ceremonies.

That happened at my daughter’s tech-heavy campus, UC Berkeley.

It happened again at the University of Arizona, where former Google CEO Eric Schmidt was jeered by thousands of graduates after saying AI would touch “every profession, every classroom, every relationship.”

And right here in Arizona at Glendale Community College, an AI system malfunctioned while reading graduates’ names during commencement. The college president had to explain the error to the crowd.

More boos.

These aren’t students who hate technology.

These are young adults who did exactly what they were told to do.

Study hard. Get the degree. Take on the debt. Build the résumé. Prepare for the future.

And now they’re stepping into a job market that suddenly feels uncertain, unstable, and rewritten in real time.

I understand the reaction.

Because underneath the boos wasn’t anger. It was fear.

Fear that the rules changed right before they crossed the finish line.

As a financial advisor, I keep thinking about something bigger:

That fear doesn’t stop at graduation. It follows these students home.

It shows up at dinner tables. In conversations between parents and kids. In quiet questions about careers, financial independence, student loans, and whether traditional planning still works in an AI-driven economy.

And honestly, I don’t think our industry is talking about this enough.

Most advisors are still focused solely on markets, taxes, retirement projections, and investment performance.

Those things matter. But increasingly, clients also need help navigating uncertainty around work, identity, and what economic opportunity looks like for the next generation.

AI isn’t just another technology cycle.

It’s reshaping how value is created. How companies hire. How careers evolve. And eventually, how families define financial security.

The graduates booing this weekend weren’t rejecting innovation.

They were reacting to the realization that adaptability may matter more than predictability going forward.

That’s a conversation worth having with our clients. Especially the ones raising children who are entering this new economy.

Because the financial planning conversation of the future may not start with retirement.

It may start with:

“What kind of world are our kids graduating into?”

If you have a few minutes today, please help send a message to the state legislators. As usual, arts funding is being eliminated in the current iteration of the state budget. It actually does help when folks send a message to their legislators. It only takes about two minutes. Thanks in advance!

State Arts Funding Could be Cut You Must Contact Legislators TODAY

Why don’t trees ever feel lonely? Because they are always branching out in their social Netwrk! Lol!! OMG - Fun night, great people, and a cause that actually matters.

Mixtape Magic for Child Crisis Arizona brought together a room full of people who don’t just talk about giving back—they show up.

Grateful to be part of that kind of community.

(And yes… the 80s look made a brief return 😎)