Bio: Pam Brar, CPA, founded Optimize Accounting Solutions in the Bay Area. Pam specializes in high-quality tax and accounting solutions.

Bio: Working in finance for 20 yrs and have a passion for helping others navigate their long term goals

Bio: President + Private Wealth Advisor living and working in Sunny Scottsdale, AZ. Our Family Office focuses on HNW/UHNW + Business Owners

Bio: Love people, numbers and strategies.

Bio: I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.

Bio: Passionate, fun loving advisor, entrepreneur, innovator.

Bio: Michigan Accountant

Bio: Tom Suvansri is a financial strategist and is the founder of Perennial Pride, a company that helps clients maximize their wealth with less risk.

Bio: Goal-driven Account Manager empowering business owners' success. Let's achieve greatness together! 🚀💼

Bio: Registered Representative 7,6,63, SIE, Life & Health Founder @ getope.com CoFounder @ Movez a Techstars JP Morgan Portfolio Company

Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: Tax-Free Wealth Group LLC and our niche is guaranteed lifetime income, high cash value life insurance, business tax mitigation and exit strategies.

Bio: Financial Advisor, Educator, Investor

Bio: Somebody asked me what I thought of Switzerland. I said, "Well, the flag is a big plus!"

Bio: Hi there, everyone I am an agent and looking to learn a little and share as much as I can on what works for me. It will work for you too.

Bio: I like working out with F3 where we push to become better leaders of our families and community to have a positive impact on future generations.

Bio: Dmitry's diverse finance expertise + MBA, physics master's, and personal development background = Ideal for comprehensive financial planning.

Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.

Bio: Based in the SF Bay Area. Interested in the markets and hobbies these days is mostly hanging out with family.

Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.

Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.