Following 458
Barry Goldwater
• Active 4d ago
Bio: Barry Goldwater is Principal of Goldwater Financial Group, an insurance advisory firm dedicated to delivering focused planning for family businesses.
Alec Carter
• Active 9d ago
Bio: Hi! I'm the Proactive Coordinator at Veritas Wealth Management for Eric Runge.
Robert Wolf
• Active 30d ago
Dan Bhosekar
• Active 51d ago
Bio: CPA, CGA (Canada), CMA and CIA (USA) Practicing CPA, d/b/a DCB Accounting and Tax Services Fin Advisory in Investments and Insurance WFG Affiliate
James Ault
• Active 10d ago
Bio: James K. Ault, is the President and CEO of Sooner Retirement. His company specializes in annuities research and personalized retirement planning.
James Serratelli
Pa
• Active 21d ago
Bio: Our firm has over 60yrs of combined experience helping individuals and businesses plan for the future using various strategies tools and technique's.
Dustin Terry
• Active 3h ago
Bio: Founder of Clear Harbor Wealth Management in Destin, FL
Craig Hebert
• Active 8m ago
Bio: An advisor who enjoys the outdoors. When I help families figure out and plan for their why's in life, I too have the ability to live out mine.
Adam Remis CPA
• Active 6d ago
Bio: Mr. Remis is Founder of The Accounting Doctor and has been a CPA for over 25 years. He specializes in eliminating all of his client income taxes.
Dan Kaibel
• Active 48d ago
Bio: Dan Kaibel, CFP, CLTC Principal of Purpose Financial Planning LLC. enjoys Church involvement & following Chicago sports (sometimes more than others).
Adam Wong
• Active 11d ago
Bio: Father of 2 Husband of 1 Financial Advisor
Jt Belnap
• Active 1d ago
Bio: Visionary for Treasure Valley Financial Planning.
Stuart Kruse
Chicago
• Active 1d ago
Bio: Stuart Founded, KAM, a boutique quantitative asset management firm in 2007 based on the principles that systematic strategies tend to perform better.
Tim Goering
Jupiter, Florida • ESFJ
• Active 15d ago
Bio: Naval Academy Oceanography USMC Aviation Cordis J&J Sales Alliance Bernstein VP GenSpring SVP Seaside Bank Pres BNY Mellon MD MakingLuck - CEO
Cheryl Canzanella
• Active 17d ago
Bio: CLU, ChSNC, LUTCF, Retirement Solutions Parter: Impacting Lives & Changing Retirement!
Ben Hollifield
• Active 59m ago
Bio: ESL VP of Business Development focused on selling companies in Consumer & Business Svcs sectors like HVAC, Roofing, Fencing, Logistics, Vets, & Dental
Pamela Jacobs
San Ramon, USA
• Active 9d ago
Bio: I’m a 23 year veteran in the securities industry. I have a business partner and we have a small boutique firm in Northern CA in the East Bay.
Boris Piskun
• Active 15d ago
Bio: Commercial Solar
Karen Ahn
• Active 103d ago
Bio: A financial advisor
Kevin OBrien
Boston
• Active 457d ago
Bio: Kevin O'Brien, CFP, AIF, CAP, has provided comprehensive wealth management services to successful individuals and business owners for over 25 years.
Marc Mendez
• Active 10d ago
Bio: Look forward to contributing to this community.
Franceca Kenney
Schaumburg IL
• Active 10d ago
Bio: Seasoned C Suite Exec with over 40 years of experience. Licensed CPA in VA. Amazon best-selling and best new release author. Loads of FUN!
Ariadne Prieto
Laguna Beach, CA
• Active 9d ago
Bio: Head of Strategy & BD | Leading Solar Energy Investments Across the U.S. | Let's Talk Solar Investments—Grab a Slot!
John Martin
• Active 135d ago
Bio: John Martin
Angie Bhasin
• Active 99d ago
Bio: CPA & Certified Tax Strategist with a passion of helping SMB business owners and HI/HNW taxpayers by employing adv tax reduction strategies.
Ryan Puckett
• Active 4m ago
Bio: Business Consultant - Dynamic Family Office, LLC
Stephen Landersman, CFP
Harrisburg, PA
• Active 1d ago
Bio: Author, speaker, educator, and creator of the Unifi Wealth Planning Process that has helped clients plan for a successful lifestyle in retirement.
John VanWeelden
• Active 205d ago
Bio: Retirement Specialist. Adventurer.
Joseph Lopresti
Arlington Heights, IL
• Active 4h ago
Bio: Founder of Arlington Wealth Management, specializing in helping business owners and successful familes acheive security and prosperity.
Arik Hayes
• Active 101d ago
Bio: Financial Advisor
1-30 of 458
Aleksander Dyo
@angie-tassone-6951
I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Active 2h ago
Joined Nov 30, 2022
Los Angeles CA
powered by