Bio: Efficient Advisor

Bio: I've been a Financial Advisor for the past 3 yrs. worked as an accountant before. I have office locations in Houston and College Station, TX area.

Bio: Financial Planner with Cetera Investors in the Bay Area, CA.

Bio: CFP at Edward Jones for 6 years. In the past, a CPA for over 20 years and a Teacher for over 10 years.

Bio: Financial advisor with Edward Jones, serving retirees and those on the cusp

Bio: Co-Founder of Propel Financial Advisors, an independent fee-only RIA. I'm also an attorney and tax pro in Brooklyn, NY. I have two kids, love running.

Bio: .

Bio: Living that Solo RIA dream since 2016.

Bio: Using personal development to fundraise for nonprofits and make a difference in the world!