Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.

Bio: Dan’s investment real estate career began in Southern California in 1990 before attending both Law and MBA school. Dan is a graduate of USC.

Bio: Crushing chips and salsa like it’s my job...

Bio: We prioritize education, simplify complex concepts, & utilize tools to save money, ensuring a comfortable retirement for our clients.

Bio: Work with clients to create financial security. For fun, spoil my grandchildren.

Bio: Financial Advisor at Wealth Innovation Group

Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.

Bio: Tax-Free Wealth Group LLC and our niche is guaranteed lifetime income, high cash value life insurance, business tax mitigation and exit strategies.

Bio: CGO With eXtraordinary Financial Advisors - I live in Minnesota and a HUGE fan of the Gophers! I work with advisors focused on GROWTH!!

Bio: I'm a leadership & Org. Dev consultant, coach & author. My work has won international recognition for its innovation and impact in the SMB space.

Bio: Coach Jon Randall of XFA Coaching and Consulting, helps the fastest growing financial advisors in the industry reach new heights.

Bio: For a full bio, go to www.DarrenSugiyama.com or https://www.lionsmarkcapital.com/about-us

Bio: Hi, My name is Ted and I'm from San Diego. My company is Incentives Credit Advocate and we provide tax credits to small and medium size companies.

Bio: Joel Grushkin is ERT's cost segregation expert and has been working with our team since before ERT was established.

Bio: Life insurance licensed, securities registered rep. And mortgage loan originator. My motto is to serve people by understanding their needs.

Bio: Dale has invested 20 years in real estate as a Broker and Investor. The last 10 years as a Financial Advisor in wealth preservation and retirement.

Bio: Based in the SF Bay Area. Interested in the markets and hobbies these days is mostly hanging out with family.

Bio: Outside of work I enjoy spending time with my daughter Caroline, Fishing, and Paddle boarding.

Bio: I am the owner of Angel of Freedom Financial. Achieving financial goals ultimately is about reaching time freedom.

Bio: Licensed life and health agent specializing in wealth and retirement planning. Excited to join the community and help others achieve financial goals.

Bio: Live Wealthy!

Bio: Patricia Lee, MBA,EA

Bio: Have seen the Family Office Concept in action and the value it brings to clients.

Bio: https://collectivevfo.com/

Bio: Squirrel Wrangler and Cat Whisperer!

Bio: I design tax efficient plans for wealth protection and/or wealth transfer utilizing life insurance.

Bio: I am an Estate & Tax Planning Attorney / Wealth Strategist for Affluent Families, and their Family Offices and Trusted Advisors. Ask how we can help!

Bio: Here to Skool you all.

Bio: Hopefully, I can be a part of making this world a better place to live in!

Bio: Elite Virtual Marketing Manager helping Financial Professionals with Digital Marketing