Following 39
Vincent Mongare
• Active 5d ago
Bio: Financial advisor . Helping families and business owners put their financial house in order
Lee Schwartz
• Active 2d ago
Bio: Insurance planning professional. Interested in a play-work balance with win/win/win partnerships. Allowing abundance to flow in all areas.
Jason Bright
Lawrenceville, GA
• Active 30m ago
Bio: Dad of 5. Husband of 1. Helping people build wealth to build The Kingdom
Robert Annable
Scottsdale, AZ
• Active 49d ago
Bio: President + Private Wealth Advisor living and working in Sunny Scottsdale, AZ. Our Family Office focuses on HNW/UHNW + Business Owners
Ian Welham
Tampa, FL
• Active 1d ago
Bio: Proactive Facilitator
Paavan Kotini
Richmond, VA
• Active 5h ago
Bio: Passionate, fun loving advisor, entrepreneur, innovator.
Carson Grover
Logan, UT
• Active 22m ago
Bio: Financial Advisor at Wealth Innovation Group
Matt Greene
Southeast Louisiana
• Active 1d ago
Bio: Chief Investment Officer for the Pelican Family Office in Southeast Louisiana.
Steven Cox
• Active 1d ago
Bio: I am someone who loves to feel progress, whether that be in relationships, exercise, or business. I coordinate a Virtual Family Office from Salt Lake.
Eric Restrepo
Folsom, CA • ISTP
• Active 1h ago
Bio: Crushing chips and salsa like it’s my job...
Sterling Hirsch
• Active 26m ago
Bio: Faith, Husband, Father, Service I believe this life is all about relationships
Marilyn Prevoir
• Active 3d ago
Bio: To follow
Lance Peters
Arlington, TX
• Active 2d ago
Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.
Todd Smith
Colorado
• Active 1m ago
Bio: President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements
Marc Catona
Absecon, New Jersey
• Active 1d ago
Bio: I am a tax free income retirement planner working virtually. I own Protect and Preserve Inc. I focus on building pensions for Casino Employee's.
Ariadne Prieto
Laguna Beach, CA
• Active 1d ago
Bio: Head of Strategy & BD | Leading Solar Energy Investments Across the U.S. | Let's Talk Solar Investments—Grab a Slot!
Aleksander Dyo
Los Angeles CA
• Active 1d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Mike Saunders, MBA
Denver, CO
• Active 1d ago
Bio: I am an Authority Marketing Strategist helping financial professionals get new clients. Learn more: https://mikesaunders360.com/
Nadia Saidi Connolly
San Diego, California
• Active 1d ago
Bio: Director of Operations at Elite Resource Team
Paul McManus
• Active 2d ago
Bio: Author - The Short Book Formula: A Financial Professional's Guide To Writing A Book In 6 Weeks To Attract Ideal Clients www.theshortbookformula.com
Josh Yager
Santa Barbara, CA • INTP
• Active 3d ago
Bio: Josh and his team help the successor trustee settle the estates twice as fast (6-9 months) at half the cost ($12k) with lower risk.
Lindsay Czajka
• Active 5h ago
Bio: Elite Virtual Marketing Manager helping Financial Professionals with Digital Marketing
Tracy Coffman
ESTJ
• Active 2d ago
Bio: Help CPAs live better.
Jeffery Hill
• Active 2h ago
Bio: I started my career in 2009 & started branding Hill Financial Group Inc. I enjoy a lifestyle of travel with my wife Johna & daughter Journee.
Eric Runge
• Active 54m ago
Bio: CPA Team-Based ModelConsultant.
Ken Smith
• Active 6h ago
Bio: Hopefully, I can be a part of making this world a better place to live in!
Michael Simms
• Active 2d ago
Bio: Witty and with ruggedly handsome good looks...he takes dead aim before firing!
Andy Bowman
• Active 1d ago
Bio: Squirrel Wrangler and Cat Whisperer!
Bilal M
Mars
• Active 3h ago
Bio: boss man at www.luxsalesconsulting.com
Anton Anderson
San Diego, California
• Active 1h ago
Bio: CEO - Elite Resource Team Father Husband Surfer
1-30 of 39
Al Devji
@al-devji-5282
My name is Al Devji, CEO of Devji Wealth Management. Our firm is located in Edison NJ. We work with successful Bus owners and Successful physicians.

Active 3h ago
Joined Jun 22, 2022
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