Bio: IT Professional - Here to level up my financial acumen

Bio: IT Director scaling into a tax-smart private-market investor—building wealth with intention, systems, and community.

Bio: 63 Yrs of Age. CFP and Branch Manager of a multinational investment firm. Looking for additional strategies to mitigate personal Taxes

Bio: Braiden is under 30 and owns multiple companies that do over 8 figures. He believes financial literacy is an issue and is on a mission to solve that.