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Financial Collaborators

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RIA Operators

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*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!
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New comment 12d ago
1 like • Oct 8
I'm Ariadne -- Originally from Mexico, and I work at Greenday Finance, headquartered in sunny Laguna Beach, CA. I lead Strategy & BD, partnering with advisors to help their high-net-worth clients maximize tax benefits and diversify through solar projects. Our biggest challenge right now is keeping up with the constantly shifting landscape of state and federal incentives while ensuring our partners stay ahead of the curve in delivering meaningful value to their clients. Looking forward to connecting and learning from all of you!
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Ariadne Prieto
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4points to level up
@ariadne-prieto-3010
Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot

Active 1d ago
Joined Oct 8, 2024
Laguna Beach, CA
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