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Followers 11
Jena Wilson
New Jersey
Active 21m ago
Bio:
Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Dmitry Steinsapir
Austin, TX
Active 10h ago
Bio:
Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.
Roland Chow
Active 24d ago
Bio:
Based in the SF Bay Area. Interested in the markets and hobbies these days is mostly hanging out with family.
Fred Brockman
Active 1078d ago
Bio:
Help folks have peace of mind. Family, grandkids, outdoors, biking.
Jared Wickes
Active 1108d ago
Bio:
Always trying to build a better mousetrap, before all the cheese is gone.
Scott Cayouette
Active 10h ago
Bio:
I am into Helping people achieve everything they have ever dreamed about. Everything is possible with the right attitude.
Susan Marshall
Henderson NV
Active 22h ago
Bio:
Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Jack Branch
Covington, LA
Active 13h ago
Bio:
Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.
Aleksander Dyo
Los Angeles CA
Active 16h ago
Bio:
I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Charina Padilla
Active 1h ago
Bio:
Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.
Ariadne Prieto
Laguna Beach, CA
Active 217d ago
Bio:
Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot
Showing 11 of 11 users
James Jones
@james-jones-2165
Financial Advisor. Lives in Indiana, Kentucky, and Florida. Love to fish!
Active 81d ago
Joined Jun 22, 2022
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