Entrepreneurship, Risk-Taking & Bourbon: The Story of Cask & Coast Bourbon

Hi Vaulted Viewer,  

Success isn’t just about working harder—it’s about elevating your perspective. The most successful investors and financial advisors see beyond the present, align their decisions with long-term goals, and take smart, calculated risks.

This week’s episode of Vaulted Views features a guest who has done just that. Mark Kersey, co-founder of Cask & Coast, took an unexpected path from Silicon Valley to the San Diego City Council, and now to launching a national bourbon brand. His journey holds valuable lessons for financial professionals, investors, and business owners looking to build something lasting and stand out in a crowded market.

What You’ll Learn in this Episode:

✅ Spotting Opportunities Before Others Do – How to recognize trends and gaps in any industry 

✅ Aligning Passion with Strategy – Why success happens when your work reflects what you value most 

✅ Managing Risk While Taking Bold Action – What separates sustainable growth from reckless decision-making 

✅ The Power of Long-Term Thinking – How patience and strategic moves create lasting success 

✅ Why Execution is Everything – Whether in business, investing, or financial planning, ideas mean nothing without action 

Mark’s story is a reminder that the best opportunities often require stepping outside the expected path. Whether you’re an advisor navigating a changing industry or an investor looking for the right approach to wealth-building, this episode will challenge you to think differently about success. 

Why This Episode is for You 

• If you’re a financial advisor looking to stand out in an evolving industry 

• If you’re an investor who knows long-term strategy beats short-term thinking 

• If you’re ready to take action on a vision you’ve been sitting on 

As always, thank you for being a part of the Vaulted Views community! Until next time. If this episode resonates with you, hit reply and tell me—what’s a bold move you’ve made that changed your trajectory?

Cheers!
Ray Lucia Jr.

Host of Vaulted Views 

1. For Investors: If you have at least $500k to invest, I can connect you with a financial advisor at Lucia Capital Group. Click here to schedule an appointment

2. For Financial Advisors: If you are a financial advisor looking for help growing, optimizing or selling your business. Click here to schedule a discovery meeting with me

3. Become a Podcast Guest: If you are a founder, business owner, community leader or financial industry professional and would like to be featured on Vaulted Views podcast, click here to apply.