Followers 2
Colorado
• Active 10h ago
Bio: President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements
Wayland, MA • ENFJ
• Active 10d ago
Bio: Client Dreamweaver who loves to garden and travel
1-2 of 2
@agatha-johnson-3718
Agatha has 30 years of experience working with multi-generational wealth. She blends disciplines as a CFP, CPWA, Executive Coach and Family Systems
Active 47d ago
Joined Feb 15, 2023
powered by