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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.
And, of course, we enjoyed Cask & Coast throughout the episode! Mark’s bourbon is 100-proof but incredibly smooth, with inviting aromas of vanilla, cherry, and a hint of orange zest. The palate is a blend of creaminess and nuttiness with vanilla, almond, cocoa, and candied pecans. The finish? Smooth, with lingering hints of spice.
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
- 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
- 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
- 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.
I can’t but help that deep down I am and always will be a financial advisor. From time to time I plan on sharing financial strategies and concepts that I feel will be valuable to our subscribers.
I have learned a lot over the years about the financial services industry. Financial advisors are small business owners balancing two roles, first being a financial advisor to their clients and second being a responsible business owner for their family, staff and their community. I plan on sharing financial industry content and my experiences to this select group of subscribers here.
We all have vices. Mine are fine whiskeys, cigars and thoroughbred horseracing. So if you are in to that, I will share what I'm up to recently to relax and enjoy my time away from the hustle.
Thank you for being a part of this journey. Together, we’ll unlock the secrets to success in money, business, and life.
Warm regards,
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Let’s Start the Conversation
Whether you’re an advisor looking to grow, an investor seeking clarity, or a community partner with a shared vision — Ray welcomes the opportunity to connect.
Every great relationship starts with a conversation, and every conversation begins with a question. Step inside the vault and reach out below.
For Financial Advisors
If you’re interested in collaboration, partnerships, or joining the Quotient ecosystem, start by joining the Quotient Advisor Community — it’s where ideas turn into action.
For Investors
If you’d like to connect with a wealth advisor from Lucia Capital Group or Quotient Advisor Partners to explore your financial plan, we’ll connect you with the right team.
For Media & Speaking Inquiries
Interviews • Events • Podcast Collaborations
Ray frequently speaks on leadership, innovation, and the evolution of wealth management.
For Financial Advisors
If you’re interested in collaboration, partnerships, or joining the Quotient ecosystem, start by joining the Quotient Advisor Community — it’s where ideas turn into action.
For Investors
If you’d like to connect with a wealth advisor from Lucia Capital Group or Quotient Advisor Partners to explore your financial plan, we’ll connect you with the right team.
For Media & Speaking Inquiries
Interviews • Events • Podcast Collaborations
Ray frequently speaks on leadership, innovation, and the evolution of wealth management.