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Todd Keffer Fortier
• Active 1d ago
Bio:
Hii I'm married to your daughter.
Anthony Roberts
• Active 2d ago
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Bob Coleman
• Active 5d ago
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I've been a financial advisor for 22 years, specializing in tax strategies and alternative investments to lower risk and boost returns.
John Kline
Frankfort Kentucky
• Active 10h ago
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Financial Coach interested in helping people get their financial house in order through our process "The Journey"
Phil Dortch
• Active 24d ago
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Boutique lifestyle practice owner seeking proven repeatable business development strategy and tactics.
Robert Smith
Centennial CO
• Active 5d ago
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TBA
Steve Cruice
Denver, CO • INTJ
• Active 5d ago
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Financial planner passionate about helping retirees make the most of one of the most impactful stages of their life.
David Tolson
Houston, Texas
• Active 29d ago
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Founder of Arete Advisors - 23 yrs in industry & 23 yrs in advisory services helping clients grow, protect & enjoy the value of their life's work.
Joseph Berg
• Active 18d ago
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Capstone Consulting Group
Navi Dpwty
• Active 9h ago
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I save successful people excess taxes
Rey Cruz
• Active 10d ago
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Rey Cruz, CFP, Aurora, il
John Westerman
• Active 51d ago
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Ken Stone
• Active 61d ago
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Ken has been married to his wife, Lynne, since 1981 and they have three adult children, a beautiful granddaughter and three wonderful grandsons.
Peter Gilbert
• Active 115d ago
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Founder of HighPoint Law Offices, an estate planning law firm in southeast Pennsylvania
David Muela
• Active 117d ago
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Dave Muela
Kirsten Browning
ENFJ
• Active 1d ago
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Live deliberately 🤍
Jesse Lunin-Pack
New York
• Active 136d ago
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Jesse Lunin-Pack is a highly sought-after Planner who has helped hundreds of individuals and families get the most out of retirement.
Michael Clanin
• Active 8h ago
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Helping families & businesses build & protect wealth that provides guaranteed growth & income and transitioning to tax-free assets.
Marilyn Suey
• Active 93d ago
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Marilyn Suey, MBA, CFP® is a nationally recognized Financial Educator, Author, Speaker, and Wealth Manager.
Navi Dowty
• Active 1d ago
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Certified Tax Specialist
Andrew Perri
• Active 196d ago
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Pops and CEO problem solver
Andrew Perri
• Active 186d ago
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CEO and founder of Pinnacle Wealth & Tax Management.
Sharon Duncan
• Active 193d ago
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From Houston. Astros fan.
Marguerite Cottrill
• Active 4d ago
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Executive Assistant
Kory Holker
• Active 61d ago
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Kory Holker
Chad Parmenter
• Active 103d ago
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Founder, Mirus Planning.
Andrew Hale
• Active 52d ago
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Forbes recognized Private Wealth Advisor
Stuart Sutton
• Active 226d ago
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Stuart Sutton helps business owners, professionals and executives preserve, protect and pass on their wealth.
Doug Vowels
• Active 17d ago
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Fee only CFP
Ben Smith
• Active 138d ago
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It's not my corvette, but I get a lot of credit for it.
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Scott Keffer
@scott-keffer-3912
Scott Keffer is a Business Growth Coach and Best Selling Author, who helps successful financial advisors double their income with half the clients.
Active 8d ago
Joined Dec 5, 2022
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