Following 2
Jena Wilson
Jena Wilson
New Jersey
Active 2d ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Tracy Miller
Tracy Miller
Pasadena,Ca
Active 17h ago
Bio: VFO Liaison: Elite Resource Team
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Scott Burch
Scott Burch
@scott-burch-7702
Helping CPA’s offer more proactive and comprehensive planning to their high net worth and business owner clients through our Virtual Family Office.
Active 108d ago
Joined Jun 16, 2022
Pasadena, CA
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