TAMPA - Are you ever curious about the real lives of politicians, celebrities, local newsmakers and athletes? Who are their mentors and who would they really like to meet?
Each Tuesday, ABC Action News asks 10 questions of a Bay area leader or celebrity. They're fun questions that let you get to know the person.
This week we hear from a financial expert who has answered some tough questions about your money! Certified financial planner Jon Wax is answering our 10 questions.
Wax has done several stories at ACTION NEWS and has been a guest in our studio answering questions about the changing stock market and money matters that could affect your financial portfolio.
Dealing with finances is something Wax spends a lot of time doing as the president and chief executive officer of his own company Waller & Wax Advisors, Inc.
It's a company he's extremely proud of because it is one he went into partnership with his mother. One of his great mentors. His mother has retired ,but Wax has carried on the business.
The bay area is home. He was born and raised in the Tampa St. Petersburg area. Wax graduated from Boca Ciega High School. He then ventured to Louisiana where he attended the A.B. Freeman School of Business at Tulane University in New Orleans.
But, it is not just his business that keeps Wax busy. He feels strongly about giving back to the community. He is a member of the 13 Ugly Men Foundation. A group that hosts events that benefit charity.
According to it's website, the charity lists some of these organizations that received monetary contributions. A $30,000 donation was given to "Starting Right Now"
A program that helps homeless families establish permanent housing, helps build financial responsibility, and supports education for the children.
Academy Prep also received a $30,000 dollar donation. It's a school that offers a private education for disadvantaged youth. Through the 13 Ugly Men, 2 scholarships were provided.
Those are only two examples. Wax believes it's these examples that help him set a foundation for his children in building a better community.
Here are ten questions:
1. What is your all-time favorite movie or song?
This is tough. I am a huge fan of motion pictures and cannot pick just one favorite I have a few series that sit near the top of my list. The Bourne trilogy stands out for offering a fresh idea on the spy-thriller genre. However, nothing beats the joy on my kids' faces as watching the Star Wars saga with them. Terrific story about overcoming the temptations of anger and fear to reach the joys of freedom.
For music, The Seeds of Love by Tears for Fears.
2. Do you have a Smartphone? If so, what's your favorite app?
iPhone. I am a heavy user of EverNote. Notes are shared with my team members. Makes it easier to keep everyone informed of needs and new ideas.
My second favorite app is Speakeasy - a digital voice recording system. I constantly record thoughts for future transcription. This keeps me from forgetting ideas and can be used without distraction while driving.
3. Who do you count as your mentor(s)?
My mother, Laura Waller, has been the strongest influence in my life. A good mentor is someone you don't always agree with. And who better to claim the top spot than someone I've had many disagreements with, but always guided me with dignity, integrity, intelligence and experience.
My step-father, Ed Waller, comes in a close second. Both exemplify the highest standards of personal ethics and determination. Both have overcome adversities in life teaching me to focus on morality and taking the high road.
People who want to reach the top rungs of life ladder should associate with people who excel in their respective roles. I have always sought friends and peers who were successes in their own right, gaining motivation and direction from their experiences. While many are unaware of their positive influence on my life, many have made a specific effort at some time in my life the play their role in shaping my path: Dr. Randy Feldman, Mark Smith (a peer from my industry) and Tom James, Chairman of Raymond James Financial. These are just some of the people who have helped me shatter the plateau that keeps many people from reaching the top levels of success.
4. What was your very first job?
I helped maintain the tennis courts at a local yacht club. For a young man too young to drive, pulling a giant broom with a golf cart was fun.
5. If you could change one thing about yourself what would it be?
Find even more time for family and charity work. Fortunately, my wife and kids are charitably-inclined. Last year, instead of gifts for her birthday, my daughter Audrey asked her friends to bring canned goods which were donated to a local charity. We all need to instill these philanthropic ideals in our kids.
6. What do you consider your greatest success?
My wife Brenda and our two kids, Audrey and Nathan. Their love and support is the cornerstone of success and happiness in