Helping people in their 30's spend the next 30 years preparing for the last 30.

COO @ HCM. Looking to modernize, learn, and contribute to this community

I help you better understand your finances so that you can reduce your money stress and focus on living a fulfilled life.

Ops & compliance professional by day, busy mom to two little kids by night. I love to connect with other ops professionals 1-on-1, so send me a msg!

Private Wealth Manager with over 28 years of experience in the wealth management industry.

President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements

Advisor in Carlsbad, CA. Just crossed into my 20th year. Love the profession and helping others in it. Owner and Founder PEEK WEALTH. Married w/kids.

I am a creative problem-solver specializing in transforming organizations through purposeful work.

Empowering Contractors to Protect, Grow, and Transition Their Business with Confidence | Founder & CEO, Cornerstone Wealth Consulting Services, LLC

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Owner of a Wealth Management firm, avid skier, traveler, husband, and father to two boys.

Theater, concerts

I am the Director of Client Services. Interested in growing the Business and Client Experience.

Founder of FinMate | Ex-IAR (Schwab, TD, Equitable, Pru)

I am currently the Business Manager for Northern Financial Advisors. Outside of work, I am a frustrated Historian who specializes in Medieval England.

Director of Operations & CCO, MKD Wealth

We help firms pair efficient workflows with the right tech solutions to accelerate their growth! Founder - The Cantwell Advisory

Operations Manager with Integrity Financial: developing people and improving processes!

JH

Founder of Baskin Financial Planning

Financial Advisor

1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.

I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.

Financial Advice for Firefighters

Advisor seeking to deepen the client relationship with scalable & efficient practices.

We're fun, we work as a team - the firm owns everything from clients to paperclips. We are a boutique firm which limits the number of clients.

Transitioning to financial services from over 30 years in the mortgage industry.

Financial coach and engineer serving women in STEM who want to retire earlier

I am the minister of religion. I worked at Old Mutual for more than 15yrs selling insurance. I have achieved first black to open a millionaire 's club

Financial Advisor in South Africa