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Jena Wilson
New Jersey
Active 1d ago
Bio:
Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Phillip Isan
Active 283d ago
Bio:
Under construction ...
Jack Branch
Covington, LA
Active 16h 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 3d ago
Bio:
I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Craig Favara
Active 587d ago
Bio:
Vice President of Sales at Bulk Mineral, I assist individuals with creative tax strategies that help them reduce their ordinary income come year end.
Eric Restrepo
Folsom, CA • ISTP
Active 1d ago
Bio:
Crushing chips and salsa like it’s my job...
Showing 6 of 6 users
Robert Cannon
@robert-cannon-1121
Fiduciary financial advisor . Over 30 years in the business and focus on retirement and small businesses .
Active 19d ago
Joined Jul 5, 2022
NYC and Greenwich CT
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