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Followers 9
Ariadne Prieto
Laguna Beach, CA
• Active 3d ago
Bio:
Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot
Aleksander Dyo
Los Angeles CA
• Active 5d ago
Bio:
I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Phillip Isan
• Active 45d ago
Bio:
Under construction ...
Susan Marshall
Henderson NV
• Active 14h ago
Bio:
Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Deborah Pfeifer
New York
• Active 299d ago
Bio:
I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.
Ronald Flores
• Active 2d ago
Bio:
We prioritize education, simplify complex concepts, & utilize tools to save money, ensuring a comfortable retirement for our clients.
Jack Branch
Covington, LA
• Active 5h ago
Bio:
Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.
Ryan Foncannon
Evansville, indiana
• Active 103d ago
Bio:
Here to Skool you all.
Brian Ramsey
• Active 299d ago
Bio:
Growing RIA firm in Kentucky
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Scott Phillips
@scott-phillips-1715
I am a Certified Financial Planner with over 35 years of experience with business owners, executives, and wealth management, emphazing tax planning.
Active 5d ago
Joined Nov 18, 2022
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