Followers 6
Aleksander Dyo
Los Angeles CA
Active 1d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Susan Marshall
Henderson NV
Active 23h ago
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Justin Searle
Pittsburgh, PA
Active 691d ago
Bio: Justin Searle-VP of Sales at The Atticus Group. Helping businesses gain a competitive edge for talent with the implementation of non-qualified plans.
Deborah Pfeifer
New York
Active 714d ago
Bio: I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.
Ariadne Prieto
Laguna Beach, CA
Active 187d ago
Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot
Charina Padilla
Active 8h ago
Bio: Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.
Showing 6 of 6 users
Yu-Ye Wen
@yu-ye-wen-8177
Licensed life and health agent specializing in wealth and retirement planning. Excited to join the community and help others achieve financial goals.

Active 176d ago
Joined May 7, 2023
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