Following 15
James Pollard
INTJ
• Active 15h ago
Bio: Host of the "Financial Advisor Marketing" podcast.
Erik Baskin
• Active 6h ago
Bio: Founder of Baskin Financial Planning
James Graham
• Active 72d ago
Bio: 10 years in the business Married for nearly 10 years, 3 kids Recently transitioned to charging for my advice
Kevin Donovan
• Active 1d ago
Bio: Curious
Tim Davis
• Active 13d ago
Bio: Operations. Numbers guy. I breathe business.
Kristo Cule
Livonia, MI
• Active 57d ago
Bio: Financial Advisor. Hobbies include: Bodybuilding, Software Development & Motorcycles.
Frank Rekas
• Active 8h ago
Bio: Financial Advisor
Chris Mensi
Baton Rouge, LA
• Active 4d ago
Bio: Advisor, husband, 3x girl dad champion
Edoardo Fusco Femiano
Rome
• Active 4d ago
Bio: Italian dude in love with the Personal CFO spirit
Jon Panning
SC
• Active 13h ago
Bio: Cᴇʀᴛɪꜰɪᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Pʟᴀɴɴᴇʀᵀᴹ practitioner for entrepreneurs & executives
Sam Walters
• Active 3h ago
Bio: VP at Capitaliz | Business Exit Planning enthusiast | cricket tragic | Carn the mighty Port Adelaide Power 🍐⚡🇺🇸🇦🇺 | Denver CO
Johnny Garstka
Old Town Alexandria, VA
• Active 4d ago
Bio: Financial Planner | Clemson Tiger | Avid Golfer
Luke McElhenie
• Active 3d ago
Bio: Financial Planner/Weightlifting/Golf
Mando Sallavanti
Moosic, Pennsylvania • ESTJ
• Active 9h ago
Bio: Financial planner for SaaS professionals | Die hard Steelers and Celtics fan | Sneaker collector | Weightlifter
Simon Granner
St Charles, IL • ENFP
• Active 1d ago
Bio: Work Hard & Be Nice To People.
1-15 of 15
Daniel Schlein
@daniel-schlein-2380
Financial Planner || Business Owner Focused || Bills Fan || Buffalo Boy

Active 6d ago
Joined Aug 19, 2024
Buffalo, NY
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