Stacia Waren

St. Louis, MO

Active 82d ago

Bio: CEO of Females and Finance, Dedicated to Building Y.O.U. in #FinServ #FinTech | I am Mom to 6 - Grandma to 14 - and Ally/Advocate for Thousands.

Nora Gallegos

Active 41d ago

Bio: I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.

Joe Moss

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Illlinois • INTJ

Active 2h ago

Bio: ✍️ Writer ~ AdvisorTechBook.com

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Stacia Waren

@stacia-waren-6707

The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.

Active 561d ago

Joined Jan 15, 2024

INFJ

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