Following 4
Carlsbad, CA
Active 23h ago
Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses
Active 18h ago
Bio: Co-Founder
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Active 14h ago
Bio: Co-founder Movesmethod
Windsor, Ontario • INFJ
Active 2h ago
Bio: Founder + CEO, Nifty Advisor Support. Proud PMP® since April 2025. Changing the RIA world, one tool at a time.
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@emily-jaffe-5943
President of OFC Wealth, a fee-only firm; provides comprehensive planning/wealth management. Specialize in women in transition (divorce/widowhood).
Active 238d ago
Joined Jan 22, 2025
Short Hills, NJ 07078
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