Followers 335
Eitan Aharon
• Active 1d ago
Bio: Certified Financial Planner and an Investments Adviser. Help the HNW and UHNW clients with complex strategies to fit their advanced planning goals
Aaron Lieberman
• Active 7d ago
Bio: www.marathonwealth.net
Andrew Phipps
• Active 16d ago
Bio: Certified Financial Planner™ at Detalus advisors. Helping individuals and families navigate complex financial decisions to achieve long-term goals.
Alex Mills
• Active 24d ago
Chris Mankoff
• Active 19d ago
Bio: TBD
Bryan McCloskey
• Active 8d ago
Bio: Family, Philadelphia Eagles, Philadelphia Phillies, and more...
Kim Armga
• Active 15d ago
Bio: Image Consultant with House of Colour.
Pete Cymbalak
• Active 31d ago
Bio: Financial Planner specializes in making retirement dreams come to life.
Quinton Chambers
• Active 39d ago
Bio: Wealth advisor
Eduardo Soto
• Active 6h ago
Bio: Insurance
Paul Smallwood
• Active 2d ago
Bio: I am a CPA/PFS, CFP® providing tax efficient investment strategies to those seeking to accumulate assets nearing or in retirement.
Joe Slattery
• Active 40d ago
Bio: I'm looking to build my businesses up in 2024. I am a Financial Advisor by day and a small business CBD owner by night.
Erich von Geis
• Active 39d ago
Bio: Erich
Veronica Beliso
New Jersey • ESFP
• Active 39d ago
Bio: Partner @ The Exec Club
Cody Novak
• Active 46d ago
Bio: Portfolio Manager
Connor Novak
• Active 46d ago
Bio: ...
Dylan Novak
• Active 39d ago
Bio: d
Dan Fernandez
• Active 5d ago
Bio: Stop reading my bio and go enjoy the journey!
Nicholas Thomas
New Orleans • INFJ
• Active 3d ago
Bio: College: SMU Work: 7+ Years at Equitas Capital Advisors Title: Investment Analyst
Jeff Biro
Scottsdale, AZ
• Active 4d ago
Bio: Practicing since 1982.
Isaac Pineda
• Active 14d ago
Bio: Investment Advisor Representative, operating out of Orange County, CA - helping clients optimize their assets within a holistic comprehensive plan.
Sean Lee
• Active 59d ago
Bio: Sean Lee helps families achieve their financial goals through personalized coaching and a focus on fundamental strategies.
Barbara Dugan
• Active 46d ago
Bio: I am a Financial Advisor balancing finance, family, friendship and wellness. Mom to an amazing son, Oliver, a frenchie (Tati) and kitty (Tabatha).
Dennis Palmerini
• Active 33d ago
Bio: Tell ya later
Andrew Chambers
New Zealand • ENFJ
• Active 70d ago
Bio: Co-founder of tella.co.nz, a financial services and tech company based in New Zealand.
Sergei Hillman
USA
• Active 21d ago
Bio: Here looking to make money
Adam Wong
• Active 40d ago
Bio: Father of 2 Husband of 1 Financial Advisor
Andrew Chambers
• Active 73d ago
Bio: Co-founder of a financial advice fintech and services company called Tella based in New Zealand.
Stanley Gauss
• Active 12h ago
Bio: Managing Partner, Divine Path Financial Group
Jeff Biro
Scottsdale, AZ
• Active 68d ago
Bio: Jeff
1-30 of 335
Mark Ford
@mark-ford-2461
Founder @Castor Abbott, I help financial advisors and firms scale revenue and profit.

Active 3d ago
Joined May 31, 2022
INTJ
Jacksonville, FL
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