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Gary Watts
Walnut Creek, CA
Active 4h ago
Bio:
CFP®, EA, CTC. Problem-solver. Founder of Watts Advisors VFO. Tax Plan IQ.
Ariadne Prieto
Laguna Beach, CA
Active 124d ago
Bio:
Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot
Aleksander Dyo
Los Angeles CA
Active 12d ago
Bio:
I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
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James Ault
@james-ault-8002
James Ault, founder of Sooner Retirement, helps clients and CPAs create holistic retirement plans that maximize security and long-term success.
Active 5d ago
Joined Aug 8, 2024
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